Quickbooks, Quicken, and Mint Users

Citizens Bank is upgrading to a new system on May 21, 2021. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Upgrade instruction are available below.

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

1st Action Date: May 19, 2021 - 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.

2nd Action Date: May 24, 2021 - This is the action date for the remaining steps on the upgrade 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.

Upgrade Instructions

Intuit aggregation services may be interrupted for up to 3-5 business days after the 2nd Action Date. 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.

If you have any questions, please contact us at (505)599-0100 and ask for the E Branch Department.