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!