Intuit-Quicken and QuickBooks

Step by step instructions that will guide you through the conversion process.

Effective August 18, 2014:
Citizens Union Bank has an exciting new Online Banking Platform!
To continue using Intuit- Quicken and/or QuickBooks, you’ll need to complete an account deactivation and reactivation process within your product application on or after 8/18/2014.

See below for instructions to your specific version of Quicken and/or QuickBooks.

Mint.com Users: Please DO NOT access your Mint account from 8/18/2014 to 8/21/2014 to allow proper updates to take effect.  Thank you.

QuickBooks for Mac 2012 – 2014Web Connect to Direct Connect
Conversion Instructions

QuickBooks for Mac 2012 – 2014Web Connect to Web Connect
Conversion Instructions

QuickBooks for Windows 2012 – 2014Web Connect to Direct Connect
Conversion Instructions

QuickBooks for Windows 2012 – 2014Web Connect to Web Connect
Conversion Instructions

Quicken Essentials for Mac 2010Express Web Connect to Direct Connect
Conversion Instructions

Quicken Essentials for Mac 2010Express Web Connect to Express Web Connect
Conversion Instructions

Quicken Essentials for Mac 2010Express Web Connect to Web Connect
Conversion Instructions

Quicken Essentials for Mac 2010Web Connect to Direct Connect
Conversion Instructions

Quicken Essentials for Mac 2010Web Connect to Express Web Connect
Conversion Instructions

Quicken Essentials for Mac 2010Web Connect to Web Connect
Conversion Instructions

Quicken for Mac 2005 – 2007Web Connect to Direct Connect
Conversion Instructions

Quicken for Mac 2005 – 2007Web Connect to Web Connect
Conversion Instructions

Quicken for Windows 2012 – 2014Express Web Connect to Direct Connect
Conversion Instructions

Quicken for Windows 2012 – 2014Express Web Connect to Express Web Connect
-Conversion Instructions

Quicken for Windows 2012 – 2014Express Web Connect to Web Connect
Conversion Instructions

Quicken for Windows 2012 – 2014 - Web Connect to Direct Connect
Conversion Instructions

Quicken for Windows 2012 – 2014Web Connect to Express Web Connect
Conversion Instructions

Quicken for Windows 2012 – 2014Web Connect to Web Connect
Conversion Instructions