I use Quicken/Quickbooks/an Intuit product to manage my finances. Is there anything I need to do prior to conversion to prepare my software to connect to the new eBranch?
As Heritage Family Credit Union completes its eBranch conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data.
To complete these instructions, you will need your current login credentials for online banking.
You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.
Thank you for making these important changes!
Download the instructions for your version of Quicken/Intuit software: