Intuit Conversion Guides

As you upgrade to our new personal online and mobile banking experience, you will need to complete a few steps before and after conversion so you can continue using your Intuit product (Quicken®, QuickBooks®, Mint®) and ensure a smooth transition of your data. Below you will find step-by-step instructions for various connections to each of the products. If steps are not followed, you may lose information and/or cause transactions to fail. Please make note of the action dates and times provided in the guide applicable to you.

Mint Conversion Information

QuickBooks for Mac Conversion Instructions

QuickBooks Online Conversion Instructions

QuickBooks for Windows Conversion Instructions

Quicken for Mac Conversion Instructions - Express Web Connect

Quicken for Mac Conversion Instructions - Web Connect

Quicken for Windows Conversion Instructions - Express Web Connect

Quicken for Windows Conversion Instructions - Web Connect