Downloadable instructions in order to avoid loss or duplication of transaction history:

With the Valley Bank conversion coming up on February 18^th it 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:

1^st Action Date: February 18, 2022
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 will not be available after the upgrade.
 
2^nd Action Date: February 22, 2022
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivation/reactivation of our online banking connection to ensure that you ger your current QuickBooks or Quicken accounts set up with the new connection.

Conversion Instructions:

• QuickBooks Mint Conversion Information
• QuickBooks Desktop Conversion Instructions
• QuickBooks for Online Conversion Instructions
• QuickBooks for Conversion Instructions