In order to prepare for the Online Banking System upgrade on Monday, July 20, 2020, Quicken and QuickBooks users will need to perform a final download of transactions by July 16, 2020. QuickBooks settings will need to be modified on or after July 20, 2020. A small update in the Quicken application will need to be performed on or after July 27, 2020.
Below is a step-by-step guide for each version of Quicken and QuickBooks. Please reference the dates next to each task as this information is time sensitive.
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