Attention Quickbooks and Quicken Users
As we transition your accounts from Touchstone Bank to First Bank’s online and mobile banking system on Monday, February 17th, 2025, the transition will require you make changes to your QuickBooks or Quicken software. Please take action to ensure a smooth transition.
The transition instructions reference two Action Dates:
1st Action Date: Friday, February 14th, 2025
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: Monday, February 17th, 2025
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.
Conversion Instructions
QuickBooks Desktop -- Click Here
QuickBooks Online -- Click Here
Quicken Desktop -- Click Here
Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QBO file during this time. The following services may not be functional:
- 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 888-647-1265.