Intuit Help

Stay Up-to-Date

Through the years, we’ve made it our priority to stay on the cutting- edge of technology.  To ensure that our customers are receiving the best in latest banking conveniences, we completed a software upgrade as of February 7th, 2020.  As a result, QuickBooks Online settings will need to be updated to ensure transition of your data.

Please choose the correct instructional document below based on the accounting program and the operating system you require.  To complete these instructions, use your login credentials for online banking.

Be sure to reference the dates next to each task as this information is time sensitive. It is important that you perform the following instructions exactly as described and in the order presented. This conversion should take 15–30 minutes.


Maintenance Instructions

Please remember it is always best practice to backup your transactions prior to following the maintenance instructions. 

 

 


Have Questions? 

Contact your local branch for more information.

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