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


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


1st 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.
2nd 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: