Upgrade: Notes for Users of Quickbooks, Quicken, and Other Intuit Programs

The Callaway Bank is upgrading to a new digital banking system on August 18, 2022. This requires that you make changes to your Quicken^® or QuickBooks^® software, so please take action to ensure a smooth transition. Instructions on reconnecting Quicken and QuickBooks are available below.

The Upgrade instructions reference two dates that will require action to ensure a smooth Upgrade experience for you:

• 1st Action Date: August 18, 2022
  A data file backup and a final transaction download should be completed by 6:00 p.m. on August 18. Please make sure to complete the final download before this deadline since transaction history might not be available immediately when the Upgrade is completed.
• 2nd Action Date: August 22, 2022
  This is the action date for the remaining steps on the Upgrade instructions. You will complete the deactivate/reactivate of your digital banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Upgrade Instructions

» Quicken – click HERE

• Quicken Windows Upgrade Video Tutorial
• Quicken Mac Video Upgrade Tutorial

» QuickBooks Desktop – click HERE

• QuickBooks Windows Upgrade Video Tutorial
• QuickBooks Mac Upgrade Video Tutorial

» QuickBooks Online – click HERE

• Quickbooks Online Upgrade Video Tutorial

» Mint – click HERE