Quicken, QuickBooks and Mint Changes

If you use one of these programs, be prepared and follow the instructions carefully to preserve your data.

The Most Critical Things to Know

  • Modifications to your Quicken/QuickBooks settings will be needed to ensure a smooth data transition.
  • We highly recommend that you perform a backup of your data file and download the latest update prior to your transition date.
  • Follow the instructions for your program carefully, if not, your online banking connectivity may stop functioning properly.

Quicken Guides

Web Connect

Quicken for Windows

Express Web Connect

Quicken for Windows

Web Connect

Quicken for Mac 2007

Web Connect

Quicken for Mac 2016-2018

Express Web Connect

Quicken for Mac 2016-2018

QuickBooks Guides

Web Connect

Quickbooks for Windows

Web Connect

Quickbooks for Mac

Express Web Connect

Quickbooks Online

Mint Guides

Guide

Mint