Intuit Resources

As your financial institution completes its system conversion, you will need to modify your QuickBooks, Quicken and Mint settings to ensure that your data connectivity transfers smoothly to the new system.

This page contains instructions for both Windows and Mac, and both connectivity types (Direct Connect and Web Connect).

These instructions refer to two “Action Dates.” The 1st Action Date and 2nd Action Date in the instructions will be provided to you by your financial institution.

To navigate this document, just click the link below that matches your product and connectivity. 

a. Choose File > Back Up Company > Create Local Backup.
b. Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop.

a. Complete one last transaction update before the change to get all of your transaction
history up to date.
b. Accept all new transactions into the appropriate registers. (required)

a. Choose Lists menu > Chart of Accounts.
b. Right-click on the first account you would like to deactivate and choose Edit Account.
c. Click the Bank Feeds Settings tab in the Edit Account window.
d. Select Deactivate All Online Services and click Save & Close.
e. Click OK for any alerts or messages that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.

a. Choose Lists menu > Chart of Accounts.
b. Right-click on an account you would like to activate and choose Edit Account.
c. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the
dialog box that will appear.
d. Enter your institution's name in the search field and select Continue.
e. Enter your Direct Connect credentials. Direct Connect might require credentials that do
not match your online banking credentials. Contact your financial institution if your login
information does not work.
f. Ensure you associate the accounts to the appropriate accounts already listed in
QuickBooks. Link to your existing accounts in the drop-down options labeled Select
Existing or Create New.
Important: Do NOT select “Create New Account” unless you intend to add a new
account to QuickBooks. If you are presented with accounts you do not want to track in
this data file, choose Do Not Add to QuickBooks.
g. After all accounts have been matched, click Next and then click Done.

a. Choose File > Backup.

b. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.

a. Complete last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers. (required)

a. Choose Lists > Chart of Accounts.
b. Click the first account you would like to deactivate and choose Edit > Edit Account.
c. Choose Online Settings in the Edit Account window.
d. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
e. Click OK for any alerts or messages that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.

a. Choose Banking > Online Banking Setup.
b. Type your institution's name in the search field, then click Next and follow the instructions in the setup screen
c. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
d. Enter your Direct Connect credentials. Direct Connect might require credentials that do not match your online banking credentials. Contact your financial institution if your login information does not work.
e. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
f. Click Next, and then click Done.
g. Repeat this step for each account that you have connected to this institution.

a. Choose File > Back Up Company > Create Local Backup.
b. Download the latest QuickBooks Update. Choose Help > Update QuickBooks Desktop.

a. Complete one last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers. (required)

a. Choose Lists menu > Chart of Accounts.
b. Right-click the first account you want to deactivate and choose Edit Account.
c. Click the Bank Feeds Settings tab in the Edit Account window.
d. Select Deactivate All Online Services and click Save & Close.
e. Click OK for any alerts or messages that may appear with the deactivation.
f. Repeat steps for any additional accounts that you need to deactivate.

a. Log in to your financial institution's online banking site and download your transactions to a QuickBooks (.qbo) file.
Note: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
b. In QuickBooks, choose File > Utilities > Import > Web Connect Files. Locate your saved Web Connect file and select to import.
c. In the Select Bank Account dialog select Use an existing QuickBooks account.
Important: Do NOT select “Create a new QuickBooks account” unless you intend to add a new account to QuickBooks.
d. In the drop-down list, choose your QuickBooks account(s) and click Continue. Confirm by selecting OK.

a. Choose File > Backup.
b. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.

a. Complete last transaction update before the change to get all of your transaction history up to date.
b. Repeat this step for each account you need to update.
c. Accept all new transactions into the appropriate registers. (required)

a. Choose Lists > Chart of Accounts.
b. Select the first account you would like to deactivate and choose Edit > Edit Account.
c. Select Online Settings in the Edit Account window.
d. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
e. Click OK for any dialog boxes that may appear with the deactivation.
f. Repeat steps for any additional accounts that apply.

a. Log in to your financial institution’s online banking site and download your transactions into to a QuickBooks (.qbo) file.
Important: Take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
b. In QuickBooks, choose File > Import > From Web Connect. Use the import dialog to import your saved Web Connect file.
c. In the Account Association window, click Select an Account to choose the appropriate existing account register.
Important: Do NOT select “NEW” under the action column unless you intend to add a new account to QuickBooks.
d. Click Continue and OK for any dialog boxes that require action.

Only complete these tasks if you currently initiate Bill Payments from within QuickBooks Windows.

Important: These tasks must be completed to avoid possible duplicate payments. If you do not cancel payments scheduled to be paid on or after the 1st Action Date, these payments may still be processed.

1. Open the Register of the account you made the payment from.
2. Choose Company > Chart of Accounts.
3. Double-click the proper account.
4. In the register, locate the transaction to be canceled.
5. Click the transaction to be deleted.
6. Choose Edit > Cancel Payment.

Note: This section only applies if your institution will support Bill Payments initiated from within QuickBooks Windows after the system change.

If you need help re-creating payments, choose Help > QuickBooks Help. Search for Pay a Vendor Online and follow the instructions.

1. Complete a final transaction download.
2. Complete last transaction update before the change to get all of your transaction history up to
date.
3. Accept all new transactions into the appropriate registers.

1. Select Banking from the left column.
2. Click the account you want to disconnect, then click the Pencil Icon on the corner of that account
box.
3. Click Edit Account Info.
4. Check the box next to Disconnect this Account on Save.
5. Select Save and Close.
6. Repeat steps for any additional accounts that apply.

a. On the Banking page, click Add Account in the upper-right side of the screen.
b. Type your financial institution’s name and choose the correct option from the results.
c. Enter your financial institution credentials and click Continue. Express Web Connect
uses the same credentials you use for your institution’s online banking.
d. Provide additional information, if requested.
e. Ensure you associate the accounts for your financial institution to the appropriate account
already listed under Which accounts do you want to connect? Choose the matching
accounts in the drop-down menu.

Important: Do NOT select “+Add New” unless you intend to add a new account to
QuickBooks Online. If you are presented with accounts you do not want to track in this
QuickBooks Online Company, Uncheck the box next to the Account Name.
f. After all accounts have been matched, click Connect and then click Finish.

a. Select Banking from the left column.
b. In the For Review section, click the checkboxes for the transactions you want to exclude.
c. Choose Batch Actions > Exclude Selected.

1. Complete a final transaction download.
2. Complete last transaction update before the change to get all of your transaction history up to date.
3. Accept all new transactions into the appropriate registers.

a. Select Banking from the left column.
b. Click on the account you would like to disconnect, then click the Pencil Icon on the corner of that account box.
c. Click Edit Account Info.
d. Check the box next to Disconnect this Account on Save.
e. Click Save and Close.
f. Repeat steps for any additional accounts that apply.

a. Download a Web Connect file (.qbo or .qfx) from your financial institution’s online banking site.
b. In QuickBooks Online, choose Banking from the left column.
c. Click File Upload in the upper-right side of the screen and use the upload dialog to locate the Web Connect file you downloaded in step a.
d. Choose the appropriate account from the drop-down menu under QuickBooks Account and then click Next.
Important: Do NOT choose “+Add New” in the drop-down menu unless you intend to add a new account to QuickBooks Online.
e. When the import is finished, click Let's go!
f. Review the For Review tab on the Banking page to view what was downloaded.
g. Click Next, and then click Done.
h. Repeat this step for each account that you have connected to this institution.

1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken
File.
2. Download the latest Quicken Update. Go to Help > Check for Updates.
3. Complete a final transaction download. Accept all new transactions into the appropriate registers.

a. Choose Tools > Account List.
b. Click Edit on the account to deactivate.
c. In Account Details, click Online Services.
d. Click Deactivate. Follow prompts to confirm deactivation.
e. Click the General tab.
f. Delete Financial Institution and Account Number information. Click OK to close window.
g. Repeat steps for any additional accounts that apply.

a. Choose Tools > Account List.
b. Click Edit on the account you want to activate.
c. In Account Details, click Online Services and then choose Set up Now.
d. Type your institution’s name in the search field and click Next.
e. Enter your financial institution credentials.

• Express Web Connect uses the same credentials you use for your institution’s online
banking login.
• Direct Connect might require credentials that do not match your online banking
credentials.

Important: If your credentials do not work, contact your financial institution.

f. Ensure you associate the accounts to the appropriate accounts already listed in Quicken.
Select Link to an existing account and select the matching accounts in the drop-down
menu.

Important: Do NOT choose “Create a new account” unless you intend to add a new
account to Quicken. If you are presented with accounts you do not want to track in this
data file, choose Ignore – Don’t Download into Quicken or click Cancel.

g. After all accounts have been matched, click Next and then Done.

1. Backup Quicken Mac Data File and Update the application.

a. Choose File > Save a Backup.
b. Download the latest Quicken Update. Choose Quicken > Check for Updates.

2. Complete a final transaction download.

a. Complete last transaction update before the change to get all of your transaction history up to date.
b. Accept all new transactions into the appropriate registers.

1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Enter your financial institution name in the search field, select the correct option and click Continue.
5. Enter your financial institution credentials.

• Express Web Connect uses the same credentials you use for your institution’s online banking login.
• Direct Connect might require credentials that do not match your online banking credentials.

Important: If your credentials do not work, contact your financial institution.

6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
7. Click Finish.

As Century Bank completes our online system conversion, Mint aggregation services may be interrupted for up to 5 business days. Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore data to a previous point in time.

For a successful account update, do not log into your Mint.com until 5 business days after the 2nd Action Date your institution has communicated.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts. If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts should reconcile showing your transaction history available.

In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days of transaction history.