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QuickBooks® & Quicken® 
update

ATTENTION QUICKEN & QUICKBOOKS USERS

We are migrating to a new digital banking system on Monday, July 29, 2024. This upgrade requires you to make changes to your QuickBooks or Quicken software. Please review the conversion guides below that apply to you. The guides refer to two “Action Dates.” The first Action Date is 07/26/2024, and the second is 07/29/2024. Please take action to ensure a smooth transition.

Quicken and QuickBooks use different connection methods for bank customers to populate transactions into their specific applications. The method used depends on the services supported by your Intuit product and the preferences set up within your Intuit® product.

There are two ways Quicken and QuickBooks interact with Security National Bank:

Express Web Connect/Quicken Connect & Direct Connect

Express Web Connect (EWC)/Quicken Connect and Direct Connect methods communicate directly with Security National Bank on your behalf. You don't have to sign into Security National Bank’s website and manually download transactions – Quicken/QuickBooks will do this for you.

Web Connect

Web Connect (WC) allows users to download transactions directly from Security National Bank's website and then import the transactions into Quicken.

 Conversion Guides

Intuit, QuickBooks and Quicken are registered trademarks of Intuit Inc.

Contact Us

For questions, please reach out to Treasury Operations Support.
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