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Note: if you have not added the account, follow this article – Click Here for Detailed Instructions Prompted to Create New Account Instead of Using Existing Account for Online Services If they are, delete the duplicate account from the account list, and then repeat the reactivation stepsġ.First, confirm all accounts have been deactivated including hidden (Quicken).The most common remark will be that that the member was unable to link to their existing account and was only given the choice to add a new account. Remove/delete downloaded transactions that do not match the register in the Online Banking Center – Click Here for Detailed Instructionsĭuplicate accounts after completing reactivation.If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps.
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How to Edit and Delete Downloaded Investment Transactions Click Here for Detailed Instructions.(Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.) If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer restore a backup file. If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time.If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.If this preference is enabled, then members will have to delete the transactions in the register. Note: There is a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”. Specific steps/recommendations based on products are below: Some members may say their register is out of balance or that they are being asked to add an adjustment during reconciliation. The most common remark will be that there are duplicate transactions. No additional action should be required.)ģ most common issues members may encounter after go live Issue 1:ĭuplicate transactions after completing reactivation Mint (Please instruct users to not open Mint for 3-5 business days after the conversion to ensure the Mint product is properly updated.The following services will not work during the outage: Intuit product users are encouraged to download a QFX/QBO file during this outage. Intuit aggregation services (Express Web Connect) will be interrupted for up to 3-5 business days. IMPORTANT *This applies to the red instruction templates above*
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Please download the appropriate guide below to assist you with this transition. We will post more information to this page as it becomes available. This page will serve as a resource for our members who use these services. Your Intuit products will need to be updated as a part of our digital banking conversion. The current BID 64536 & 64539 will be disconnected on.