Quicken, QuickBooks and Mint | Operating System Conversion

Action required for 7 17 members using Quicken™, QuickBooks™, QuickBooks Online™ and Mint™

Last updated on April 13, 2023

7 17 is converting to a new operating system to provide an opportunity for future technology and product and service enhancements. While this change will allow us to better serve you in the future, it will require that you make changes to your QuickBooks, Quicken or Mint software. Please take action to ensure a smooth transition. Conversion instructions are available below.

The conversion instructions reference three Action Dates. Please use the dates provided below:

1st Action Date: April 28, 2023 – no later than 6:00 PM
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 because transaction history might not be available after the conversion.

2nd Action Date: May 2, 2023 – for Quicken & QuickBooks Desktop
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 QuickBooks or Quicken accounts set up with the new connection.

3nd Action Date: May 8, 2023 – for QuickBooks Online & Mint
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 QuickBooks Online or Mint accounts set up with the new connection.

IMPORTANT conversion instructions below:

Intuit aggregation services will be interrupted from April 28 through May 8, 2023.

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 our call center at 800-775-7741. We are sorry for the inconvenience and appreciate your understanding and cooperation.