Important Information for Quicken & QuickBooks Users
Palmetto Health Credit Union introduced a new Online Banking
product on June 22nd. With this conversion, some Quicken and QuickBooks users may need to modify
their Quicken/QuickBooks settings
to ensure the smooth transition of their data.
Please reference the dates next
to each task as this information is time sensitive. To complete these
instructions, you will need your online banking username and password.
It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly.
Locate your Quicken/QuickBooks product below for detailed conversion instructions. This conversion should take 15-30 minutes.
Quicken for Windows Web Connect Instructions
QuickBooks Windows Web Connect Instructions
Quicken for Windows Express Web Connect Instructions
QuickBooks Online Edition (QBO V78) Instructions
Quicken for Windows Web Connect to Express Web Connect Instructions
Quicken for Windows Express Web Connect to Web Connect
Instructions
