Exciting Changes Are Coming!
We’re upgrading our online and mobile banking platform, and that means improvements are coming to how you connect with QuickBooks.
Our enhanced integration will make managing your business finances even smoother.
Current users, your connection settings will need to be updated on Aug 20th, 2025. Please reconcile your account before August 20th, when our new update releases.
For information on how to reconnect on the 20th please follow the instructions below.
Important action dates:
Action Date 1: Our new platform via Open Financial Exchange - OFX Direct Connect and Web Connect will be disconnected on Aug 19th, 2025.
Action Date 2: The improved connection OFX (Direct/Web Connect) will go live on Aug 20, 2025.
QuickBooks Desktop and Online Instructions.
