This will ensure we give you the best guidance for how to handle your Conversion. Email the completed questionnaire to our support team here. You will be contacted within 7 business days. If you are working with an Implementation Manager please e-mail them directly.
Intuit will make Conversion Recommendations
Once Intuit has reviewed your completed questionnaire, we will contact you to discuss the scope of your project and assist you with preparing your customers for this change.
If Intuit determines your customers will need to take action, choose the appropriate template(s) to customize. These templates detail how customers will perform the steps inside Intuit’s software to align with any upgrades or changes with your financial institution.
Intuit offers special messaging in Quicken Windows that allows the ability to notify customers directly within the software. The “Critical Message” is a pop-up dialog box that is displayed after the user initiates an online session. Contact Branding@Intuit.com for more information or your assigned conversion manager.