Quicken Online Banking URL update
Important Information
In September 2024, we completed an update to Online and Mobile Banking. As a result, all Quicken® and QuickBooks® users need to take action to ensure a smooth transfer of data connectivity
On this page, you will find important action dates along with conversion instructions and how-to videos. This is a two-step process all Quicken and QuickBooks users will need to complete to ensure your data connects smoothly after the updated URL is linked.
Step 1
Ensure a data file backup and a final transaction is downloaded. Please make sure you complete the final download to ensure transaction history is available.
Review All Transactions
Carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
Step 2
You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken and QuickBooks account set-up with the new connection. Below you will find instructions for Quicken, and QuickBooks.
Quicken Conversion Instructions
QuickBooks Conversion Instructions
Video Tutorials
Use these helpful videos to help deactivate/disconnect/reactivate your online banking connection to ensure you get your current Quicken and QuickBooks account set up with the new connection.
QuickBooks
Quicken
Intuit® Aggregation
Intuit aggregation services may be interrupted for up to 5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage.
- Quicken Windows/Mac Express Web Connect
- QuickBooks Online Express Web Connect
Still Have Questions?
Please contact us at 800.223.1983 ext. 1080