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Women using quickbooks on phone and tablet

Reference Guides

Please select product and/or system type to view instruction guide. 

 

Q2 Resource Guide

 

 

 


 

Account Analysis Information

 

 

 


 

eBusiness System Requirements

Review the eBusiness system requirements guide to ensure your desktop, browser, and phone are up to date and meet system requirements to run eBusiness efficiently. 

 

 

 


 

Positive Pay

 

 


 

Soft Token App

 

  


 

Quicken/Quickbooks/Mint - Aggregation and Express Web Connect Services

 

Mint:
 

 

QuickBooks Macintosh: 

 

 

QuickBooks Windows:
 
 
QuickBooks Online:
 

 

Quicken Macintosh:
 
 
 
 
Quicken Windows:

 

 

 

 

 

 

IMPORTANT note on Aggregation/Express Web Connect services:

Aggregation services will be interrupted for up to 5 business days after your upgradeRecommendations for the following services, during the outage:

  • Quicken Win/Mac Express Web Connect – Convert to Web or Direct Connect if you prefer not to wait 5 business days.
  • QuickBooks Online – Export a Web Connect file if you prefer to wait 5 business days.
  • Mint - Do not open Mint application for 5 business days after the upgrade to ensure the Mint product is properly updated.