This upgrade will require that you make changes to your QuickBooks or Quicken software. Please follow the conversion instructions provided by Intuit to ensure a smooth transition.
The conversion instructions reference two Action Dates. Please use the following dates:
1st Action Date: November 2, 2025
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.
2nd Action Date: November 5, 2025
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivation/reactivation of your digital banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Conversion instructions
Quicken
QuickBooks Desktop
QuickBooks Online
Intuit aggregation services may be interrupted for a week or more. 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
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
If you have any questions, please contact
Intuit Support