As part of the core conversion process, Quicken®, QuickBooks® and Mint® users will need to take action before March 18, to ensure your data connectivity transfers smoothly to the new system on March 22. On this page, you will find important action dates along with how-to instructions.
Complete by March 18
A data file backup and final transaction download should be completed by March 18. Please make sure to complete the final download before March 18, transaction history might not be available after the conversion on March 22.
Complete on or after March 22
Complete all remaining steps on the conversion instructions on or after March 22. You will complete the deactivation/reactivate of your online banking connection to ensure you get your current Quicken or QuickBooks accounts set up with the new connection.
Quicken Conversion Instructions
Before we convert our core operating system, you will need to modify your Quicken settings to ensure your data transfers accurately to the new system.
QuickBooks Conversion Instructions
Before we convert our core operating system, you will need to modify your QuickBooks settings to ensure your data transfers accurately to the new system. Both desktop and online instructions are available.
Mint Conversion Information
As we complete our core operating system, Mint aggregation services may be interrupted for up to 5 business days beginning March 22. Click the link below for more information regarding your Mint account(s).
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 be available during the outage:
Carefully review your downloaded transactions after completing the above instructions to ensure no transactions were duplicated or missed on the register.
Connectivity Types Explained
This is the connectivity type that begins in your online banking environment. End users will download a .qbo (QuickBooks) or .qfx (Quicken) file and then import that file into QuickBooks or Quicken. This process does not require institution credentials to be entered in Quicken or QuickBooks since the file download occurs in their regular online banking site.
Products that support Web Connect: QuickBooks Desktop, QuickBooks Online and Quicken.
This one of two automatic update options communicates directly with your OFX servers. End users do not need to log in directly to your online banking site to use this connectivity type. Once connected, updates will occur when the end user initiates a new download request from within the product. Direct Connect is the only two-way communication connectivity type. This means that additional services such as Bill Pay and in-product transfers are supported. Check with your OFX/Online Banking Provider to see if these additional features are supported.
Products that support Direct Connect: QuickBooks Desktop and Quicken.
Express Web Connect
This is the second automatic update option that is available. Unlike Direct Connect which communicates directly with your OFX servers, Express Web Connect aggregates transactions from your online banking site. Intuit creates the aggregation script for this connectivity type when you have a contracted Web Connect or Direct Connect BID. Please check with your OFX/Online Banking Provider to make sure aggregation is supported by your OLB site.
Products that support Express Web Connect: QuickBooks Online, Mint and Quicken.
IMPORTANT: Express Web Connect will experience a 3-5 business day downtime beginning March 22. This downtime does not apply to acquisitions/mergers.
*Intuit, Quicken, QuickBooks, and Mint are registered trademarks of Intuit Inc., used under license. Air Academy Federal Credit Union and Intuit Inc. are separate entities.