This Blog was updated with a new release timeline
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 Sep 10th, 2025. Please reconcile your account before Sep 10th, when our new update releases.
For information on how to reconnect please follow the instructions below.
Important action dates:
Action Date 1: Our platform via Open Financial Exchange - OFX Direct Connect and Web Connect will be disconnected on Sep 9th, 2025.
Action Date 2: The improved connection OFX (Direct/Web Connect) will go live on Sep 10th, 2025.
QuickBooks Desktop and Online Instructions.
