Skip to main content

Intuit Conversion Quicken / Quickbooks

For those former CenterPointe Community Bank customers that had previously integrated their online banking with Quicken or Quickbooks, the conversion to INB may require a manual or automated download of your account history.

What to Expect

The online banking conversion or your banking information will impact your current Mint, Quicken, and Quickbooks integration. You will be required to deactivate and reactivate each account within the Quicken or Quickbooks software. Instructions for performing these functions depend on the type of Intuit software you use and your computer’s operating system.

Mint Conversion Information

QuickBooks Online Edition (Express Web Connect) Conversion Instructions

QuickBooks for Mac (Web Connect) Conversion Instructions

QuickBooks for Windows Conversion Instructions

Quicken for Mac (Express Web Connect) Conversion Instructions

Quicken for Mac (Web Connect) Conversion Instructions

Quicken for Mac 2007 (Web Connect) Conversion Instructions

Quicken for Windows (Express Web Connect) Conversion Instructions

Quicken for Windows (Web Connect) Conversion Instructions

Duplicate Transactions

If you end up with duplicate transactions after completing the steps noted above then you may delete the duplicates using the following websites for Quicken or Quickbooks as a resource:

Quicken and Quickbooks Post-Conversion Troubleshooting Instructions