Important Information Regarding Online Banking Conversion

The following documents contain information about your initial logon after conversion, changes in services, FAQs, and contact information should you require assistance.

Online Banking Customers:

ONLINE BANKING CUSTOMER LETTER

Cash Management Customers:

CASH MANAGEMENT/ACH ORIGINATION CUSTOMERS

COMPANY ADMINISTRATORS - INSTRUCTIONS TO MANAGE SUB-USERS

 

Please Note:

Our financial institution uses Web Connect for Quicken/Quickbooks. Web Connect is simply a way to download your transactions from our website and import them into Quicken or Quickbooks. There is no real communication going on between your Quicken/Quickbooks software and our bank.

Web _connect2
 

 

 

 

   

 

 

 

 

 

 

If you follow the appropriate instructions that follow, you will not be asked to choose our bank from a list or be required to enter a user ID and password within Quicken or Quickbooks.  

QuickBooks Conversion Instructions:

QUICKBOOKS FOR WINDOWS

QUICKBOOKS FOR MACS

Quicken Conversion Instructions:

QUICKEN FOR WINDOWS 2013-2016

QUICKEN FOR MAC 2015-2016