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Quicken FAQ

Attention Quicken, QuickBooks & Mint Users

The 2/17/21 upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instruction are available below.

1st Action Date: February 16, 2021
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: February 17, 2021
This is the action date for the remaining steps on the conversion 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.

Links to conversion instructions:

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
  • Mint

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 (517) 263-9120.
Yes, Online Banking supports the current version of Quicken plus two previous versions for downloading your account history.
We support the current version of Quicken plus two prior versions.
Online Banking supports the WebConnect method for downloading your account history into your Quicken software.
WebConnect is a one-way communication from Online Banking to Quicken for the purpose of downloading your checking and savings history. This method of downloading your history replaces the QIF download process.
We do not require an enrollment. Simply access your account from Online Banking, retrieve the desired history and click on the "Quicken" button from the download section at the bottom of the page.
Yes.  There is a QuickBooks download button in the download area. 
At this time Online Banking only supports the download of statement data via WebConnect. DirectConnect, the two way communication that allows the above transactions is not supported.
WebConnect allows the user to setup an online register for accounts held at participating institutions. A download button within Quicken launches a browser window for easy access to Online Banking, you log on, download the history and Quicken either imports the data into your new register or prompts you to accept the transactions into your existing register. The register keeps track of the downloaded transactions to avoid duplicate entries.

  1. Log on to Online Banking
  2. Select "Quicken
  3. Select the account history and time frame to download
  4. Click ‘Submit’
  5. If prompted to either Open or Save the file, Click on Open
  6. Your Quicken software will be launched and your data will be imported into your register. If this is the first download for the account,Quicken will prompt you to select an existing register or create a new one.
Downloaded transactions are automatically matched with transactions that have been manually entered into the register to avoid duplicate entries.
Simply follow the steps below to download your account history into Quicken:
  1. Log on to Online Banking
  2. Select "Quicken" from the download section located at the bottom of the history page
  3. Select the account history and time frame to download
  4. Click on “Submit” button
  5. If prompted to either Open or Save the file, click on Open
  6. Your Quicken software will be launched and your data will be imported into your register. If this is the first download for the account, Quicken will prompt you to select an existing register or create a new one.
Downloaded transactions are automatically matched with transactions that have been manually entered into the register to avoid duplicate entries.
You can visit Quicken's website.
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Please do not enter your account number or social security number.  If you need to send account information we urge you to use the secure form inside online banking or contact us at a branch location. (517) 263-9120.