Important Conversion Instructions for QuickBooks, Quicken and Mint

Following our Digital Banking upgrade on September 24th, if you use QuickBooks, Quicken or Mint, you will need to take steps to ensure a smooth transition of your data. Here you’ll find step-by-step guides, whether you’re using a Windows or Mac device, to deactivate and reactivate your connection.

QuickBooks Conversion Instructions:

• QuickBooks Online – Express Web Connect to Express Web Connect
• QuickBooks for Windows – Direct Connect to Direct Connect
• QuickBooks for Mac – Direct Connect to Direct Connect
• QuickBooks for Windows – Web Connect to Web Connect
• QuickBooks for Mac – Web Connect to Web Connect

Quicken Conversion Instructions:

• Quicken for Windows – Express Web Connect to Express Web Connect
• Quicken for Mac – Express Web Connect to Express Web Connect
• Quicken for Windows – Web Connect to Direct Connect
• Quicken for Mac – Web Connect to Direct Connect
• Quicken for Windows – Web Connect to Web Connect
• Quicken for Mac – Web Connect to Web Connect

Mint Conversion Instructions:

• Mint Users

What’s the difference between Web Connect and Express Web Connect?

Web Connect means that you login to Digital Banking and download your files into Quicken or QuickBooks.

Express Web Connect means that you initiate the download to your bank from either Quicken or QuickBooks by saving your bank login and password in the One Step Update feature.