Quicken & Mint
User Conversion Guides
To ensure a smooth transition of your account information and transaction history during our Online Banking upgrade, Intuit has provided conversion guides for Quicken and Mint Users. The guides will reference two Action Dates which are provided below:
1st Action Date: January 16, 2023
A data file backup and a final transaction download should be completed by this date. It is essential to complete your download before this date because prior transaction history may not be available for download after the upgrade.
2nd Action Date: January 17, 2023
This is the action date for the remaining steps of the conversion instructions. You should complete a deactivate/reactivate of your online banking connection to ensure that your current Quicken account is linked correctly.
Intuit aggregation services may be interrupted for up to 3-5 business days after the online banking upgrade. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:
- Quicken Windows/Mac Express Web Connect
Additional support for Intuit products can be found at these websites:Go to main navigation