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.