Conversion Instructions For
Quicken or Quickbooks Software
First Reliance Bank is migrating to a new online and mobile banking system on February 22, 2021. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instructions are available below.
The conversion instructions reference two Action Dates. Please use the dates provided below:
1st. Action Date: February 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: February 22, 2021
This is the action date for the remaining steps on the conversion 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.
Quicken - click HERE
QuickBooks Desktop - click HERE
QuickBooks Online - click HERE
Mint - click HERE
Intuit aggregation services may be interrupted for up to 3-5 business days. 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
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 888-543-5510.