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.
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:
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.
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