Home > Quicken Help

Mint Users

Please note that your accounts on Mint.com will not be available to view for approximately 5 business days after the SRP Online upgrade.

Quicken Conversion Instructions

Click the link below for instructions on how to deactivate and reactivate your Quicken accounts so you may be able to switch from Web Connect to Direct Connect.

Quicken Instructions for Windows

Quicken Instructions for Mac


QuickBooks Conversion Instructions

Click the link below for instructions on how to deactivate and reactivate your QuickBooks accounts so you may be able to switch from Web Connect to Direct Connect.

QuickBooks Instructions for Windows

QuickBooks Instructions for Mac