Information for Quickbooks, Quicken, and Mint Users | INSBANK®️

System Upgrade

Information for Quickbooks, Quicken, and Mint Users

By Mallory Smith September 30th

ATTENTION QUICKBOOKS, QUICKEN AND MINT USERS

As we’ve previously shared, INSBANK is excited to be migrating to a new digital and mobile banking platform as a part of our system upgrade in October. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. The upgrade instructions are outlined below.

 

1st Action Date: October 13, 2022

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: October 18, 2022

This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your digital banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

 

Upgrade Instructions

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. You are encouraged to download a QFX/QBO file from digital banking 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 upgrade instructions to ensure no transactions were duplicated or missed on the register.  If you have any questions, please contact us at 615.515.2265 or email our Treasury team at TreasuryServices@insbank.com.

Thank you for your continued support of INSBANK!