ATTENTION QUICKBOOKS, QUICKEN AND MINT USERS:

Community Savings Bank is migrating to a new online and mobile banking system on March 3rd, 2021 and this upgrade will require that you make changes to your QuickBooks or quicken software. 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: March 5th, 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 because transaction history might not be available after the upgrade.

2nd Action Date: March 8th, 2021 (8:30am Central)
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:

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
  • Mint
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

Additional resources:

Documents for new Quicken and/or QuickBooks users are available at the Getting Started Guides page: https://ofx-partner.intuit.com/app/fi/GettingStarted.

Access to intuit.com/ofx requires login credentials. If your financial institution does not have them, they may be retrieved by clicking "I forgot my user ID or password" at https://ofx-partner.intuit.com/app/fi.

If you have any questions, please contact us at 800.828.2318.