QuickBooks, Quicken, and Mint

IMPORTANT INFORMATION - QUICKBOOKS, QUICKEN AND MINT USERS

As you are aware, BMI FCU is migrating to a new online and mobile banking system. This new experience will require that you make changes to your QuickBooks or Quicken software. Please take action to ensure a smooth transition.

Conversion instructions are available below:

1st Action Date: October 30, 2023
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 because transaction history might not be available after the upgrade.

2nd Action Date: October 31, 2023
This is the action date for the remaining steps on the conversion instructions. You will 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.

Conversion Instructions:
Quicken - CLICK HERE
QuickBooks Desktop - CLICK HERE
QuickBooks Online - CLICK HERE
Mint - CLICK HERE

Intuit aggregation services may be interrupted for up to 3-5 business days. 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
Mint

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 not done these steps since we have migrated to our new platform please contact us at 614.707.4000.