Clinton Savings Bank is upgrading to a new online banking system on May 25, 2021. This upgrade will require that you make changes to your QuickBooks software, so please refer to the Action Dates and Conversion Instructions below to ensure a smooth transition. Note that the Conversion Instructions each reference the two Action Dates provided below:
1st Action Date: May 21, 2021
To be safe, a complete data file backup and final transaction download should be completed by this date since full history might not be available for a period of time after the upgrade.
2nd Action Date: June 1, 2021
Because Quickbooks and Mint services may be interrupted for up to 3-5 business days following the upgrade this is the action date for the remaining steps in the Conversion Instructions below. At this time you will complete the deactivation/reactivation of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up on the new system.
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
QuickBooks Desktop – click here
QuickBooks Online – click here
Mint – click here
Post Conversion Trouble Shooting Guide – click here
If you have any questions or need assistance our Online Banking Upgrade Team will be available to help. You can reach John Hewitt directly at 978-365-3453 or [email protected].