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.