Quicken & QuickBooks® Toolkit

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

As of Monday, August 3, 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.

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On Friday, July 31
Perform final downloads of any transactions or bill payments from Business Online Banking.


Action Required:

Follow the instructions to perform any final downloads from Business Online Banking to Quicken or QuickBooks. On Monday, August 3, you will no longer have access to that system.

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On Monday, August 3
Activate Your Connection to Towne24


Action Required:

Complete the deactivation/reactivation of your online banking connection to ensure your current Quicken or QuickBooks accounts are set up with the new connection.



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. 

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Quicken Conversion Instructions

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. 

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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. 

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QuickBooks Online Conversion Instructions 

Instructions for Downloading a Web Connect file: 

With You Every Step of The Way

If you have any questions or need assistance, our Treasury Member Care Team is available to help guide you through the migration process. Give us a call at 844-638-6724 Monday - Friday, 8:30 AM - 6:00 PM or complete the form below.

We use your zip code to match your request with a local banker in your area.
Help us to provide you with exquisite service and include any additional information about what you're looking for.

Quicken and QuickBooks are registered trademarks of Intuit, Inc.

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