As we work to transition systems to Umpqua, Quicken and QuickBooks will experience the following interruptions:
Quicken and QuickBooks Direct Connect users will need new credentials for accessing Direct Connect in Business Online Banking. New credentials will be emailed approximately 10 days after the transition on March 20, 2023.
Express Web Connect for Quicken, Web Connect and QuickBooks Online will be available on Monday, March 20, 2023 at 7:00 a.m. PT.
We recommend that you download your most recent activity prior to 5:00 p.m. PT on Friday, March 17, 2023, to help ensure your activity is up to date prior to the start of the transition weekend. You will need to reconnect your Quicken/QuickBooks to Business Online Banking after the transition is complete. It is important to follow the appropriate instructions below when reconnecting so you do not have duplicate accounts or transactions.
These are the changes you need to know about to ensure a smooth transition.