Quicken, QuickBooks and Mint

Instructions for Intuit Finance Software Users:

Customers using Quicken, QuickBooks or Mint should follow the instructions in the documents provided below. Please take note of the dates indicated to ensure the smooth transition of your data. Follow the instructions exactly as presented so that your service continues to function properly.

How do you connect?

Express Web Connect - EWC is a one-way connection. Automatically download transactions from the bank. Quicken cannot affect your transactions in any way.

Direct Connect - DC is a two-way connection. Pay bills and transfer money directly from Quicken and automatically download transactions from the bank.

Web Connect - WC is a one-way connection. Manually download a file from the bank to update your transactions and account balances.

Please select the instructions that match your software and download preference.

QuickBooks Users Quicken Users Mint Users
Quickbooks Online Mac-Direct Connect Mint Conversion Information - Important
Mac-Web Connect Mac-Web Connect  
Mac-Web Connect to Direct Connect Windows-Direct Connect  
Windows-Web Connect Windows-Web Connect  
Windows-Web Connect to Direct Connect Windows-ExpressWeb Connect to Web Connect  












Intuit Support

For information about your software, please contact Intuit.


Visit www.quicken.com/support or call 650-250-1900.

QuickBooks Desktop Support

Need to speak to a live person:

  1. From your QuickBooks Desktop account, click the "Help" menu at the top.
  2. Click the "QuickBooks Desktop Help" menu and select "QuickBooks Desktop Help".
  3. Provide us with some information about this concern in the search box.

QuickBooks Online Support


QuickBooks Enterprise Support


Mint Online Support