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Conversion Information - Conversion Steps
Follow the steps below if any of these scenarios apply to your Financial Institution.
If you have any questions, please contact us.
System change due to:
processor change
system upgrade of any sort
Direct Connect is being added or removed
FITID Algorithm is changing
Updating Account Information
account number
routing number
User ID
Adding or Dropping Bill Pay Support
1. Complete the Conversion Questionnaire
Web Connect Conversion Questionnaire
Direct Connect Conversion Questionnaire

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.
2. 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.
3. Conversion Guide Instructions
  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.
Critical Message
  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 for more information or your assigned conversion manager.

Critical Message Document