Customer Quicken & QuickBooks Upgrade Instructions

Below you will find instructions for our Quicken and QuickBooks users. These resources are designed to help ensure a smooth transition during the upcoming system upgrade.

Note: Each document below gives instructions for a 1st Action Date, 2/15/2025 and a 2nd Action Date, 2/18/2025.

Make plans to complete a backup as well as your final download from the current online banking system BEFORE 2/13/2025. After this date, WebConnect and Direct Connect will not be available until 2/18/2025 when the new system is available. Prior to your first login to the new system, but not before 2/18/2025, you will need to deactivate the existing connection and then set up a new connection.

For any questions or concerns, please email us at cashmanagement@fpbank.org. We are always happy to help!

QuickBooks Desktop Transition Instructions

QuickBooks Online Web/Express Web Connect Transition Instructions

Quicken Transition Instructions

FDIC

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