Quickbooks Conversion Instructions

As CFBank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data.

 

  • Please reference the dates next to each task as this information is time sensitive.
  • To complete these instructions, you will need your User ID and Password for each Financial Institution.
  • 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!

 

QuickBooks Conversion Instructions for:

Adobe reader logo

Akron
330-666-7979

Columbus
614-334-7979

Calcutta
330-385-4323

Wellsville
330-532-1517

Cleveland
216-468-6110

Cincinnati
513-772-0263

Toll Free Phone Number
1-888-273-8255

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