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Quicken & QuickBooks

What You Need to Do Before September 22

If you connect your accounts to Quicken or QuickBooks, a few quick steps now will keep your financial records accurate through our digital banking upgrade on September 22, 2026.

What's Changing
When we upgrade our online and mobile banking on September 22, your current connection to Quicken or QuickBooks will be disconnected. You'll need to reconnect your accounts afterward so your transaction history stays accurate and nothing downloads twice.

Your Two Action Dates
By Monday, September 21 — get your books in order

  • Back up your Quicken or QuickBooks data file.
  • Complete one final transaction download.
  • Review your register and accept any pending transactions.

Transaction history may not be available for download after this date, so don't wait until the 21st to do this if you can help it.

On or after Tuesday, September 22 — reconnect your accounts

  • Disconnect your existing connection in Quicken or QuickBooks.
  • Reconnect using Web Connect or Direct Connect, matching each account to your existing register — don't create a new account, or you may end up with duplicate transactions.

A Note on Scheduled Payments and Transfers
Any bill payment, external transfer, or Member-to-Member payment scheduled for September 21 will process on September 22 instead — a one-day shift to accommodate the upgrade. Everything scheduled for other dates will process normally with no delay or disruption.

A Few Things to Know

  • Aggregation services (Quicken Express Web Connect, QuickBooks Online aggregation) may be unavailable for up to 5 business days after the upgrade. If you need transaction updates during that time, use Web Connect instead.
  • Direct Connect and Web Connect will both be available starting September 22.

Step-by-Step Instructions

A Note on Staying Safe
We'll never ask you to confirm your login credentials, PIN, or full account number by email or text to complete this update. If you get a message asking for that information, don't respond — call us directly using the number on the back of your card or on figfcu.org.

Questions?
Contact us — we're happy to walk through the steps with you.

For any technical issues other than the connection to FIG digital banking, please contact Intuit for product assistance. 

  • Quicken Support - 888.311.7276
  • QuickBooks Support - 877.223.4710