You will need to complete a final download of your transactions by Friday, February 9, 2018 at 3 pm EST. After the transition is completed on Monday, February 12, there will be a few quick steps on your part to ensure your software is communicating with our system.
Follow the link that corresponds to your current software version to view instructions on how to download your transactions and update your QuickBooks/Quicken software:
QuickBooks Windows Direct Connect Conversion Guide
QuickBooks Windows Web Connect Conversion Guide
Quicken Mac Direct Connect Conversion Guide
Quicken Mac Express Web Connect Conversion Guide
Quicken Mac Web Connect Conversion Guide
Quicken Windows Direct Connect Conversion Guide
Quicken Windows Express Web Connect Conversion Guide
Quicken Windows Web Connect Conversion Guide
