Conversion instructions are available below! 

1st Action Date: February 8th, 2026 

A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade. 

2nd Action Date: February 10th, 2026 

This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection. 

Conversion instructions:   

Quicken – click HERE 

QuickBooks Desktop – click HERE 

QuickBooks Online – click HERE 

Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage: 

· Quicken Win/Mac Express Web Connect  
· QuickBooks Online Express Web Connect 
· Mint