Quicken & QuickBooks Users Guide

If you use Quicken or QuickBooks to manage your finances these guides will be helpful during our transition to new servers. We apologize in advance for any inconvenience this may cause but in the long run we will be able to offer you a more advanced and stable product.

Through the Quicken and QuickBooks products we offer the ability to use Web Connect and Express Web Connect. Web Connect allows you to access your transactions on our Internet Banking site, download those transactions to a file and then import the transactions into your Quicken or QuickBooks register. Express Web Connect allows you to access our Internet Banking site directly from your Quicken or QuickBooks software and download your transactions directly into your register or a sub register for later review. The transaction import depends on how you have set up your download preferences.

Below are links to downloadable PDF files that can help you transfer your Quicken/QuickBooks registration from our old servers to our new servers. These instructions are based on how you use your software and what type of operating system you use. (Windows/Mac)

Post Conversion Issue Help Guide

Quicken & QuickBooks Support Options

For more information please contact our Customer Contact Center at 1-800-463-7782. For Quicken and QuickBooks support please go to https://quicken.custhelp.com/app/contact/plv2/win for Quicken or http://support.quickbooks.intuit.com/support/ContactUs.aspx for QuickBooks.