QuickBooks and Quicken Users

Important Conversion Instructions

If you are using Credit Karma today, the connection type is Express Web Connect.

Note: United Bank does not utilize the Bill Pay feature in QuickBooks or Quicken..

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QuickBooks and Quicken Instruction Guides
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Action is required on the following dates to ensure a smooth transition.

Action Date 1: March 20
A data file backup and a final transaction download should be completed. Please make sure to complete a final download on or before this date since transaction history might not be available after the conversion.

Action Date 2: March 24
The remaining steps of the conversion instruction should be completed. You will need to complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Please review your downloaded transactions carefully after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

For questions please contact United Bank Customer Care at 800.327.9862

QuickBooks Desktop Conversion Instructions

You will need to modify your QuickBooks settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both Windows and Mac, and both connectivity types (Direct Connect and Web Connect).

Download QuickBooks Conversion Instructions

QuickBooks Online Conversion Instructions

You will need to modify your QuickBooks Online settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both connectivity types (Express Web Connect and Web Connect).

The following note you see within the instructions does not apply to Piedmont customers: IMPORTANT: Express Web Connect will not be available until 5 business days after the 2nd Action Date, so please utilize another connectivity type if you need transaction updates during this downtime.

Download QuickBooks Online Conversion Instructions

Quicken Conversion Instructions

You will need to modify your Quicken settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both Windows and Mac, and all three connectivity types (Direct Connect, Express Web Connect or Web Connect).

The following note you see within the instructions does not apply to Piedmont customers: IMPORTANT: Express Web Connect will not be available until 5 business days after the 2nd Action Date, so please utilize another connectivity type if you need transaction updates during this downtime. There is no delay for Web Connect or Direct Connect (if supported).

Download Quicken Conversion Instructions