Peoples Trust Company is upgrading your Quicken and/or Quickbooks connections on June 17^th, 2024.  This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition.

Conversion instruction are available below.

The conversion instructions reference two Action Dates. Please use the dates provided below:

1^st Action Date:  June 14^th, 2024

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 since transaction history might not be available after the upgrade.

2^nd Action Date:  June 17^th, 2024

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

Quicken – click (link to Quicken_Conversion_Instructions)

QuickBooks Desktop – click (Link to QuickBooks_Desktop_Conversion Instructions)

QuickBooks Online – click (Link to QuickBooks_Online_Conversion_Instructions)

Intuit aggregation services may be interrupted for up to 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

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

If you have any questions, please contact us at (802) 524-2196