Conversion Information


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

  • Quicken Win/Mac Express Web Connect
  • QuickBooks Online (QBO)
  • Mint (Please instruct users to not open Mint for 3-5 business days after the conversion to ensure the Mint product is properly updated. No additional customer action should be required.)

To avoid duplicate transactions, please be aware to take care not to overlap transactions in your download. Please download the attached relevant guide prior to performing your first download from the new online banking system.

Conversion Guides

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