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Women using quickbooks on phone and tablet

Reference Guides

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

 

Soft Token App:

 

 


 

IMPORTANT note on Aggregation/Express Web Connect services:

Aggregation services will be interrupted for up to 5 business daysRecommendations for the following services, during the outage:

  • Quicken Win/Mac Express Web Connect – Convert to Web or Direct Connect if users prefer not to wait 5 business days.
  • QuickBooks Online – Export a Web Connect file if users prefer to wait 5 business days.
  • Mint - Instruct users to not open Mint for 5 business days after the conversion to ensure the Mint product is properly updated. No additional customer action should be required.
 

 

Mint:

 

 



QuickBooks:

Macintosh: 

 

 

Windows:
 
 
Online:
 

 


 

Quicken:

Macintosh:
 
 
 
 
Windows: