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QuickBooks, Quicken & Mint Conversion Steps

SRP Federal Credit Union is migrating to a new online and mobile banking system. This 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.

The conversion instructions reference two Action Dates. Please use the dates provided below:


1st Action Date: August 22, 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: August 23, 2022

This is the action date for the remaining steps on the conversion instructions below. 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.

Conversion Instructions

Select your software below for step-by-step 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.

 

QuickBooks, Quicken and Mint are registered trademarks of their respective companies.  You are responsible for separately obtaining and retaining these products.  SRP Federal Credit Union makes no warranties nor accepts any liability for your use of these products.