In preparation for our system upgrade, there are two action dates to keep in mind. This will ensure a smooth transition.
1st Action Date: Friday, August 30 before 5pm EST
A data file backup and a final transaction download should be completed by this date and time. Please make sure to complete the final download before 5 PM as connectivity will be interrupted temporarily.
2nd Action Date: Tuesday, September 3
‘Download’ your account
For Web Connect users, this service allows you to manually download files from Online Banking and import account balances and transactions into Quicken® or QuickBooks®.
Instructions:
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In Online Banking, select an account on the My Accounts screen.
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From the Account History page, adjust the date range and/or filter transactions if desired.
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Select Export, choose the desired file format, then Export again.
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Visit your Quicken® or QuickBooks® software to import your account data. Reference the guides below.
Sync your account
For Direct Connect users, this service allows you to automatically sync your account transactions and balances with Quicken® or QuickBooks®. It creates a two-way communication between Online Banking and Quicken® or QuickBooks®.
Instructions:
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Within Online Banking, select Quicken® and QuickBooks® from the Account Services menu. For Business Online Banking, select Connectivity for QuickBooks® from the main menu.
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Enter a unique Direct Connect password; this password, along with your Online Banking Username, will be used in Quicken® or QuickBooks® to directly connect to Q’s Online Banking.
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This is a one-time set up process. If, for some reason, you need to have your password reset, you will need to initiate this from within Quicken® or QuickBooks®.
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Select Submit. At this point, you’ll visit your Quicken® or QuickBooks® software to complete the synchronization of your account data. Reference the guides below.
Step by Step Guides
Quicken Conversion Instructions
QuickBooks Desktop Conversion Instructions
QuickBooks Online Conversion Instructions
Support for Quicken® or QuickBooks®
Quicken® and QuickBooks® offer full support via phone, as well as resources and troubleshooting tips on their website.
For Business Online Banking customers, you can also reach out to your Cash Management Officer for support.
If you are unable to successfully access Quicken & QuickBooks by September 10, please reach out to us.