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Quicken and QuickBooks

We’ve upgraded our system to allow the seamless integration of your online banking data with Quicken and QuickBooks. Please complete the steps below before connecting to the new system to avoid any duplicate transactions.

Note: These instructions only apply to customers accessing Quicken/Quickbooks through our consumer online and/or mobile banking platforms

To get started, locate your device type and Intuit product below, then follow that link to the corresponding instructions.

Quicken Conversion Instructions

Quickbooks Desktop Conversion Instructions

Quickbooks Online Conversion Instructions

If you have questions, please Contact the Cash Management Support Team, or call (888) 569-9909.

Banking Locations

Hartford, WI

Bell Ave.

940 Bell Ave.
Hartford, WI 53027

Oconomowoc, WI

Brown St.

W359 N5900 Brown St.
Oconomowoc, WI 53066-6004

Brookfield Capitol Drive, WI

Capitol Dr.

18815 W. Capitol Dr.
Brookfield, WI 53045

Hartland, WI

Cardinal Ln.

800 Cardinal Ln.
Hartland, WI 53029-0257

Appleton (Loan Office), WI

Commerce Ct.

3601 Commerce Ct.
Appleton, WI 54911
Loan Office

Milwaukee, WI

E Wisconsin Ave.

400 E Wisconsin Ave.
Suite 100
Milwaukee, WI 53202

Rothschild (Loan Office), WI

Grand Ave.

411 Grand Ave.
Suite 400
Rothschild, WI 54474
Loan Office

Kenosha (Loan Office), WI

Green Bay Rd.

5008 Green Bay Rd.
Suite 108
Kenosha, WI 53144
Loan Office

Germantown, WI

Mequon Rd.

N112 W17100 Mequon Rd.
Germantown, WI 53022-0100

Glendale, WI

N Port Washington Rd.

5555 N. Port Washington Rd.
Glendale, WI 53217

Brookfield North Ave, WI

North Ave.

12600 W. North Ave.
Brookfield, WI 53005

Burlington (Loan Office), WI

North Pine St.

400 North Pine St.
Burlington, WI 53105
Loan Office

Franksville (Loan Office), WI

Northwestern Ave.

10527 Northwestern Ave.
Franksville, WI 53126
Loan Office

Mequon, WI

Port Washington Rd.

11715 N. Port Washington Rd.
Mequon, WI 53092

New Richmond (Loan Office), WI

S. Knowles Ave.

539 S. Knowles Ave.
New Richmond, WI 54017
Loan Office

Menomonee Falls, WI

Silver Spring Dr.

N56 W14044 Silver Spring Dr.
Suite 100
Menomonee Falls, WI 53051

Menomonee Falls (Loan Office), WI

Silver Spring Dr.

N56 W14108 Silver Spring Dr.
Suite 112
Menomonee Falls, WI 53051
Loan Office

Oconomowoc, WI

Summit Ave.

1300 Summit Ave.
Suite 100
Oconomowoc, WI 53066-6004

West Bend, WI

W Washington St.

1811 W Washington St.
West Bend, WI 53095-0634

Oconomowoc, WI

W Wisconsin Ave.

155 W Wisconsin Ave.
Oconomowoc, WI 53066-6004

Bluemound Rd. (Loan Office), WI

W. Bluemound Road

6525 W. Bluemound Road
Milwaukee, WI 53213
Loan Office

Howard Ave. (Loan Office), WI

W. Howard Ave.

6004 W. Howard Ave.
Milwaukee, WI 53220
Loan Office

West Allis (Loan Office), WI

W. Lincoln Ave.

11600 W. Lincoln Ave.
West Allis, WI 53227
Loan Office

Grafton, WI

Washington St.

2300 Washington St.
Grafton, WI 53024
View All Locations

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