QuickBooks^® and Quicken^® Upgrade

We are happy to share that INTUIT is upgrading to a new online and mobile banking system beginning Tuesday, March 18, 2025.

The upgrade will require that you make changes to your QuickBooks^® or Quicken^® software with two separate actions.

COMPLETE before March 18, 2025

• Current online banking clients who use either QuickBooks^® or Quicken^® will need to perform a data file backup and a final transaction download BEFORE Tuesday, March 18, 2025.
• Note that transaction history might not be available after the upgrade, and clients may have services interrupted from March 18, 2025, until the conversion is complete on March 26, 2025.
• QuickBooks^® or Quicken^® Users are encouraged to download a QFX/QBO file during the outage. The following services may not work during the outage.
  • Quicken^® Win/Mac Express Web Connect
  • QuickBooks^® Online Express Web Connect
  • QuickBooks^® Desktop

Wednesday, March 26, 2025

• The remaining steps for the conversion can be completed now that the new online and mobile systems will be in place.
  QuickBooks^® or Quicken^® Users will need to complete the de-activate/re-activate of your online banking connections.

• Quicken^®
  

• QuickBooks^® Desktop
  

• QuickBooks^® Online
   

• Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

If you have any questions, please contact us at 217-875-3131.

Click here for printable instructions.