The upgrade instructions reference two Action Dates. Please use the dates provided below:
1st Action Date:
September 25, 2020
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.
2nd Action Date:
September 28, 2020
This is the action date for the remaining steps on the upgrade instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
- Quicken – click HERE
- QuickBooks Desktop – click HERE
- QuickBooks Online – click HERE
- Mint – click HERE
Intuit aggregation services may be interrupted
for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
If you have any questions, please contact us at 800.667.4401.