QuickBooks

ATTENTION QUICKBOOKS AND QUICKEN USERS


Commercial Bank is migrating to a new core banking system on September 27, 2021. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition.

The conversion instructions reference two Action Dates. Please note the dates provided below:

1st Action Date: September 24, 2021 by 4:00 p.m.
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: September 28, 2021 after 8:30 a.m.
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 Windows Direct Connect and Express Web Connect: click here
  • Quicken Mac Direct Connect and Quicken Connect: click here
  • Quicken Windows Web Connect: click here
  • Quicken Mac Web Connect: click here
     

IMPORTANT: If you currently use Direct Connect in Quicken to initiate Bill Payments, please complete the additional tasks at the link below. If you do not use Direct Connect Bill Pay or you only initiate Bill Payments from within your online banking site, these additional tasks are not required.

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

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 your local Treasury Representative.

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