Our offices will be closed on Mon., Feb. 16, in observance of Presidents’ Day.
Beginning March 26, 2026, My Account will use a new, more secure connection method for customers who use QuickBooks® or Quicken® to automatically bring their account and transaction activity into their software (QuickBooks Bank Feeds and Quicken Connected Account).
This update ensures improved security, faster syncing, and better long‑term compatibility.
Depending on your product, you may be prompted to:
You'll find step‑by‑step instructions for every supported QuickBooks and Quicken version below.
Select your accounting software program and follow the instructions.
QuickBooks Desktop for Windows
View Instructions
QuickBooks Desktop for Mac
View Instructions
QuickBooks Online
View Instructions
Quicken for Windows (EWC+)
View Instructions
Quicken for Mac (EWC+)
View Instructions
Before you get started, you will need these items:
Phone: 877-348-3810
Available Monday - Friday, 7:30 a.m. - 5:30 p.m. CT