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Follow these instructions following the completion of Expedition CU's System Updates

Intuit Updates

Step-by-step instructions for Quicken, QuickBooks, and Mint Users. After the Expedition CU System Updates are complete, follow these directions to disconnect and reconnect your program. This will sync your software to our new systems.

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First, choose the program that you use. Then, choose the type of computer you use for specific instructions. See below for important notes.

 

IMPORTANT note on Aggregation/Express Web Connect services

Aggregation services will be interrupted for up to 5 business days. Recommendations for the following services, during the outage:

  • Quicken Win/Mac Express Web Connect – Convert to Web or Direct Connect if users do not wish to wait 5 business days.
  • QuickBooks Online – Export a Web Connect file if users do not wish to wait 5 business days.
  • Mint - Instruct users to not open Mint for 5 business days after the conversion to ensure the Mint product is properly updated. No additional customer action should be required.