Elevations Credit Union is migrating to a new online and mobile banking system. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instructions are available below.

The conversion instructions reference two Action Dates. Please use the dates provided below:

    • 1st Action Date: on or before July 24, 2023
      • A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.
    • 2nd Action Date: after July 25, 2023
      • This is the action date for the remaining steps on the conversion instructions. You will complete the deactivation/reactivation process of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
    • Conversion Instructions

Intuit aggregation services may be interrupted for up to 3–5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:

        • Quicken Win/Mac Express Web Connect
        • QuickBooks Online Express Web Connect
        • Mint

Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register. If you have any questions, please contact us at (800) 429-7626.

Commonly Asked Questions

While unlikely, historical data interruptions or loss may occur. Having the data backup file will prevent any disruptions.

You will experience syncing issues and/or issues with uploading new transaction data files.

No, you only need to take action if you have previously linked Intuit products to your Elevations account.

Getting started guides are available for Windows users and for Mac users.

*Links to a third-party site.

© 2023 Elevations Credit Union. All Rights Reserved. Routing #307074580. NMLS #717246.

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