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QuickBooks & Quicken Digital Banking Update

Important steps to keep your AdelFi account connections and transaction downloads working through our digital banking upgrade.

What You’ll Need to Do View FAQs

What You Need to Know

  • Web Connect and Direct Connect: Available when the new digital banking platform launches.
  • Express Web Connect/Quicken Connect: May be temporarily interrupted for up to five business days while Intuit processes connection updates.
  • Temporary workaround: If you use an aggregation connection during the interruption, download a .QBO or .QFX file from digital banking.

What You’ll Need to Do – Action Required

Backup & Download Transactions

Complete by August 23, 2026

  1. Back up your QuickBooks or Quicken data.
  2. Complete a final download of your AdelFi transactions.
  3. Review and save your transaction history.

Reconnect Your Accounts

Beginning August 25, 2026

After the new digital banking platform is available:
  1. Deactivate your existing AdelFi account connection.
  2. Reconnect your accounts using the new AdelFi digital banking platform.
  3. Review downloaded transactions for missing or duplicated transactions.

Conversion Instructions

Follow the instructions for your specific version of QuickBooks or Quicken and your connection method.
Using the correct process helps prevent duplicate or missing transactions.

Quicken QuickBooks Desktop QuickBooks Online

FAQs

Do I need to do anything before the August 25 digital banking upgrade?

Yes. If you use QuickBooks or Quicken to connect to your AdelFi accounts, back up your data, complete a final transaction download, and review/save your transaction history by August 23, 2026.

Why should I back up my QuickBooks or Quicken data?

A backup gives you a copy of your existing data before you deactivate and reconnect your AdelFi accounts.

Why should I complete a final transaction download before August 25?

It provides a current record of your AdelFi transactions before the digital banking platform changes and helps you identify anything that may need to be downloaded or reconciled afterward.

What should I do if Express Web Connect or Quicken Connect isn’t working?

You can use Web Connect as a temporary alternative by downloading a .QBO or .QFX file from AdelFi digital banking and importing it into your accounting software.

Will my existing QuickBooks or Quicken connection automatically transfer to the new platform?

No. You should deactivate your existing AdelFi account connection and reconnect your accounts using the new digital banking platform.

How can I avoid duplicate or missing transactions?

Follow the instructions for your specific QuickBooks or Quicken version and connection method. Complete a final download before the upgrade, then review your transactions carefully after reconnecting.

When can I reconnect my AdelFi accounts?

Beginning August 25, 2026, after the new digital banking platform launches.

What do I need to do to reconnect my accounts?

Deactivate your existing AdelFi account connection, then reconnect your accounts using the new AdelFi digital banking platform. After reconnecting, review your downloaded transactions for missing or duplicated transactions.

Will QuickBooks and Quicken work immediately after August 25?

Web Connect and Direct Connect will be available when the new digital banking platform launches. Express Web Connect/Quicken Connect may be temporarily interrupted for up to five business days while Intuit processes the required connection updates.