As of Monday, November 2, you will need to update your connection to Quicken or QuickBooks®. The instructions below can help to guide you through the steps you need to take both before October 30 and on or after November 2.
Before Friday, October 30
Execute a final transaction download from your existing connection.
Action Required:
Complete the deactivation of your online banking connection to ensure your current Quicken or QuickBooks accounts are set up with the new connection.
On or After November 2
Complete the steps to activate your connection to Towne24.
Important to Note:
Quicken and QuickBooks connection services will be temporarily unavailable for up to 5 business days. During this time, you won't be able to automatically download transactions using:
- Quicken (Windows/Mac) - Express Web Connect/ Quicken Connect
- QuickBooks Online (QBO) - Aggregation
To keep your records up to date, we recommend manually downloading your transactions as a QFX or QBO file during the outage. This will help you stay on track until services are restored.
Instructions for Your Connection Type
Please carefully review your download instructions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
Quicken Conversion Instructions
- Quicken Windows Direct Connect and Express Web Connect
- Quicken Mac Direct Connect and Quicken Connect
Instructions for downloading a Web Connect file:
Important to Note:
If you currently use Direct Connect in Quicken to initiate Bill Payments, please complete the additional tasks as the link below.
QuickBooks Desktop Conversion Instructions
Instructions for Downloading a Web Connect file:
Important to Note:
If you currently use Direct Connect in QuickBooks to initiate Bill Payments, please complete the additional tasks as the link below.
QuickBooks Online Conversion Instructions
Instructions for Downloading a Web Connect file:
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