Quicken & Quickbooks

Picatinny Federal Credit Union is migrating to a new Online and Mobile Banking system on November 16, 2020. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instructions are available below.

Attention Quickbooks, Quicken and Mint Users!

The conversion instructions reference two Action Dates. Please use the dates provided below:

First Action Date: November 15, 2020

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 since transaction history might not be available after the upgrade.

Second Action Date: November 16, 2020

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: Here
  • QuickBooks Desktop: Here
  • QuickBooks Online: Here
  • Mint: Here

Intuit aggregation services may be interrupted for up to 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.

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Whether it’s getting started on your financial life, buying a new home, or getting your dream car, we’re here to help you in your financial journey every step of the way. Join a fast-growing family of Morris County community members and start enjoying the benefits of a Picatinny Federal Credit Union Membership today!