Quicken & QuickBooks® Toolkit

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

On June 22, the web address for the Old Point Online login will change. This update will require changes to your connection with Quicken or QuickBooks software. We know this change can be disruptive and we are here to help if you need us!  

The instructions below reference important "Action Dates." Please note these dates and the steps you need to take.

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Before Friday, June 19
Perform a Final Transaction Download


Action Required:

Perform a data file backup and final transaction download by 12:00 PM on June 19. This will ensure your final download is completed before the Old Point Online web address changes. 


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Before Monday, June 22
Activate Your Connection to Towne24


Action Required:

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


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After June 22
Manually Download Transactions

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. 

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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.

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