Modify Quicken Settings

Information to help you modify your Quicken settings to ensure the smooth transition of your data and the best possible experience with Quicken or QuickBooks.


Detailed instructions for deactivating and reactivating your Peoples Exchange Bank accounts in Quicken, QuickBooks, and Mint are available below. You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. 

 

Instruction Documents:

Mint Conversion Information

QuickBooks for MAC Conversion Instructions

QuickBooks Online Edition Conversion Instructions

QuickBooks Online Edition Conversion Instructions - Cash Mgt

QuickBooks for Windows Conversion Instructions

Quicken for Windows Conversion Instructions - Express Web Connect

Quicken for Windows Conversion Instructions - Express Web Connect - Cash Mgt

Quicken for Mac 2007 Conversion Instructions

Quicken for Mac 2016-2018 Conversion Instructions - Web Connect

Quicken for Mac 2016-2018 Conversion Instructions - Web Connect - Cash Mgt

Quicken for Mac 2016-2018 Conversion Instructions - Express Web Connect

Quicken for Mac 2016-2018 Conversion Instructions - Express Web Connect - Cash Mgt

Quicken for Windows Conversion Instructions - Web Connect