Intuit Quicken & Quickbooks
Connectivity for the Digital Banking Upgrade
If you use digital banking and connect your accounts to Intuit Quicken or QuickBooks, this page will help you prepare for our upgraded digital banking experience launching October 6. Follow the steps below to help keep your personal or business financial management software connected with minimal disruption.
What’s changing
Quicken and QuickBooks connection services will be unavailable for up to seven business days after the upgrade.
Important dates
- Before October 4: Back up your Quicken or QuickBooks data file and complete a final transaction download.
- October 6 or after: Deactivate or disconnect your existing digital banking connection, then reconnect your accounts to the new digital banking experience.
- Beginning October 6: Express Web Connect/Aggregation services may experience up to seven business days of downtime. If you need transaction updates during this period, use Web Connect if available.
Before the upgrade: prepare your Intuit product
- Back up your Quicken or QuickBooks data file.
- Download the latest product updates available for your software.
- Complete a final transaction download before October 4.
- Review and accept any pending transactions in your register.
- Make note of which accounts are currently connected so you can link them correctly after the upgrade.
After October 6: reconnect to the new digital banking experience
On or after October 6, deactivate or disconnect the current online banking connection in Quicken or QuickBooks, then set up the account connection again (approximately seven days later) using the new digital banking experience
Important: When reconnecting, link each account to the matching existing account in Quicken or QuickBooks. Do not create a new account unless you intentionally want to add a separate account register. Creating a new account may cause duplicate accounts or duplicate transactions.
Connection options available after the upgrade
| Connection type | How it works | Supported Products |
|---|---|---|
| Web Connect | Download a transaction file from digital banking, then import it into Quicken or QuickBooks. | Quicken, Quickbooks |
| Express Web Connect/Aggregation | Allows transactions to be retrieved through an aggregation service after you reconnect your accounts. | Quicken and QuickBooks Online |
| Direct Connect | Direct Connect is not available. | Not Available |
Conversion instructions
- Quicken Conversion Instructions
- QuickBooks Desktop Conversion Instructions
- QuickBooks Online Conversion Instructions
Preguntas frecuentes
Need Help?
If you have questions about your digital banking login or account access, please contact us for support. For questions about using Quicken or QuickBooks, visit Intuit or Quicken support resources for your specific product.