Quicken & QuickBooks



The System Upgrade

Wondering how our October system upgrade will affect your current download connections for Quicken, QuickBooks or Mint? Here are some important dates and steps to be aware of, followed by detailed instructions.


Deadlines & Timing

REQUIRED by Thursday, 9/27/18 at 6 p.m. CST (Download from Current System)

You’ll need to complete your final download from the current system by 6 p.m. CST on 9/27/18.


Starting Tuesday, 10/2/18 at 10 a.m. CST (Web Connect)

You can reconnect with Web Connect on or after 10/2/18 at 10 a.m. CST.


Starting Tuesday, 10/8/18 (Express Web Connect)

You can reconnect with Express Web Connect on or after 10/8/18. But if you don’t want to wait, you can convert to Web Connect on 10/1/18. Same applies to QuickBooks Online users.


No Mint until Tuesday, 10/9/18

Mint users: PLEASE DON’T EVEN OPEN IT (after 9/27/18) until 10/9/18 to ensure that everything gets updated properly. Starting 10/9/18, no other action’s needed for Mint users.