Quicken & QuickBooks® Toolkit

Important dates and action items for the upcoming migration to Towne24.

Quicken & QuickBooks Transition
Updating Your Quicken or QuickBooks Connection

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 October 30
Prepare for the Transition
On or After November 2
Update Your Connection

On or After November 2
Activate Your Connection to Towne24

Complete the steps to activate your connection to Towne24.

Important to Note
Connection Services May Be Unavailable for Up to 5 Business Days

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 the services below.

1
Quicken (Windows/Mac)

Express Web Connect / Quicken Connect

2
QuickBooks Online (QBO)

Aggregation

Keep Your Records Up to Date During the Outage

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.


Quicken & QuickBooks Resources
Instructions for Your Connection Type

Select the product, operating system, and connection type you currently use to find the correct conversion instructions.

Review Your Register After Reconnecting

Please carefully review your download instructions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

1
Select Your Quicken Instructions
Quicken
Conversion Instructions
Downloading a Web Connect File
Additional Action May Be Required
Do You Use Direct Connect for Bill Payments?

If you currently use Direct Connect in Quicken to initiate Bill Payments, please complete the additional tasks in the instructions that apply to your operating system.

2
Select Your Desktop Instructions
QuickBooks Desktop
Conversion Instructions
Downloading a Web Connect File
Additional Action May Be Required
Do You Use Direct Connect for Bill Payments?

If you currently use Direct Connect in QuickBooks to initiate Bill Payments, please complete the additional tasks in the instructions below.

 QuickBooks Windows Bill Pay 

Support After November 2
Who to Call for Support?

For account questions, please contact your local banker or TowneBank office. For online banking questions, please contact one of our support teams:

Consumer Online Banking
Towne Member Care
M-F, 8:30 AM - 6:00 PM
Business Online Banking
Treasury Member Care
M-F, 8:30 AM - 6:00 PM
Have an Account Question?

Please contact your local banker or TowneBank office for questions specific to your account.

Quicken and QuickBooks are registered trademarks of Intuit, Inc.

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