Intuit Conversion

Important information for QUICKBOOKS, QUICKEN AND MINT USERS

Liberty Financial is migrating to a new online and mobile banking system on September 14th, 2022. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. Conversion instruction are available below.

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

1st Action Date: 09/13/2022 (before 5pm CST)

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: 09/14/2022

This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Conversion instructions