Intuit Conversion Instructions

Kirkpatrick Bank and SavingsSquare customers who use Intuit's QuickBook, Quicken or Mint Software or Applications.


Kirkpatrick Bank has invested in new state-of- the-art technology to provide you with better service and enhanced features.
As part of this upgrade, you will need to connect to Kirkpatrick Bank for a final download by 4pm CST on Friday, August 14, 2015 and then perform a small update in your Quicken application on or after August 17, 2015.
Documents detailing how to complete this process are available below:
If you have any questions, please contact Kirkpatrick Bank Customer Service at 405-341-8222.


For Kirkpatrick Bank Customers - the following are Conversion Instructions:



Mint_Conversion_Information.pdf
QuickBooks_for Mac_2013-2015_Conversion Instructions  - Web Connect.pdf
QuickBooks_Online Conversion Instructions EWC.pdf
QuickBooks_for Windows Conversion Instructions 2013-2015 -_Web Connect.pdf
Quicken_for Windows Conversion Instructions 2013-2015_- Web Connect.pdf
Quicken for Mac_2015_Conversion Instructions  - Express Web Connect.pdf
Quicken_for Mac_2015_Conversion Instructions - Express Web Connect to Web Connect.pdf
Quicken_for Mac_2015_Conversion Instructions - Web Connect to Express Web Connect.pdf
Quicken_for Mac_2015_Conversion Instructions - Web Connect.pdf
Quicken_for Mac_2006-2007_Conversion Instructions - Web Connect.pdf
Quicken_for Windows_2013-2015_Conversion Instructions - Express Web Connect.pdf
Quicken_for Windows_2013-2015_Conversion Instructions - Express Web Connect to Web Connect.pdf
Quicken_for Windows_2013-2015_Conversion_Instructions - Web Connect to Express Web Connect.pdf


For Kirkpatrick Bank - SavingsSquare Customers - the following are Conversion
Instructions:



SS Mint_Conversion_Information.pdf
SS QuickBooks_Mac_2013-2015_Conversion Instructions - Web Connect.pdf
SS QuickBooks_Online_Conversion Instructions _EWC.pdf
SS QuickBooks_for Windows 2013-2015_Convversion Instructions -  Web Connect.pdf
SS Quicken_for Windows 2013-2015_Conversion Instructions  - Web Connect.pdf
SS Quicken_for Mac_2015_Conversion Instructions  - Express Web Connect.pdf
SS Quicken_for Mac_2015_Conversion Instructions  - Express Web Connect to Web Connect.pdf
SS Quicken_for Mac_2015_Convversion Instructions -_Web Connect to Express Web Connect.pdf
SS Quicken_for Mac_2015_Conversion Instructions Web - Connect.pdf
SS Quicken_for Mac_2006-2007_Conversion Instructions - Web Connect.pdf
SS Quicken_for Windows_2013-2015_Conversion Instructions - Express Web Connect.pdf
SS Quicken_for Windows_2013-2015_Conversion Instructions - Express Web Connect to Web Connect.pdf
SS Quicken_for Windows_2013-2015_Conversion Instructions - Web Connec to to Express Web Connect.pdf



For Post Converion Issues

Kirkpatrick Bank/SavingsSquare Conversion date of 8-17-2015 Post-Conversion Issue Help Guides

Issue 1:

Duplicate transactions after completing reactivation
Do you have duplicate transactions?
Or is your register out of balance?
Or are you being asked to add an adjustment during reconciliation?

Specific steps/recommendations based on products are below:


Quicken

Note: There is a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”. If this preference is enabled, then customers will have to delete the transactions in the register.
•If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.
•If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)
Instructions:
1.How To Edit and Delete Downloaded Investment Transactions
a. Click Here for Detailed Instructions

2.How do I void or delete a transaction in my account register?
a. Click Here for Detailed Instructions

3.I have duplicate transactions in my account register
a. Click Here for Detailed Instructions


QuickBooks

•If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting
•If the transactions have already been accepted to the register, restore a backup file and repeat the reactivation steps
Instructions:
1.Remove/delete downloaded transactions that do not match the register in the Online BankingCenter
a. Click Here for Detailed Instructions


Issue 2:

Duplicate accounts after completing reactivation
Are you unable to link to your existing account and were only given the choice to add a new account?

Specific steps/recommendations based on products are below:


Quicken

•First, confirm all accounts have been deactivated including hidden (Quicken)
•If they are, delete the duplicate account from the account list, and then repeat the reactivation steps
Instructions:
1.Prompted to Create New Account Instead of Using Existing Account for Online Services Note: if you have not added the account, follow this article
a. Click Here for Detailed Instructions

2.How To Hide an Account
Note: Follow steps to unhide
a. Click Here for Detailed Instructions

3.Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)

4.How To Delete an Account
Note: If you have added the account, follow this article
a. Click Here for Detailed Instructions

5.Follow through the reactivation steps provided by the financial institution


QuickBooks

• First, confirm all accounts have been deactivated including inactive (QuickBooks) accounts
• If they are remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account
• Repeat the reactivation steps
Instructions:
1. Show hidden (inactive) entries in a list
a. Click Here for Detailed Instructions

2. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
Note:
• This should be done for the account that was mistakenly added
• This step must be followed to attempt to delete the account or ensure that these transactions are not included in any reporting
a. Click Here for Detailed Instructions

3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)

4. Hide an account (or subaccount)
Note: this should be done for the account that was mistakenly added.
a. Click Here for Detailed Instructions

5. Follow through the reactivation steps provided by the financial institution


Issue 3:

Activated the incorrect account during reactivation process
Are your transactions downloading into the incorrect account?

Specific steps/recommendations based on products are below:


Quicken

• Open the account register for the account that was linked incorrectly.
•If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
•If the transactions have already been accepted to the register, restore a backup file. Ensure the customer selects the correct account to link to, when reactivating the account within the restored backup.
Instructions:
1. Transactions Go Into the Wrong Account after Downloading Them
a. Click Here for Detailed Instructions


QuickBooks

• Open the account register for the account that was linked incorrectly.
•If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.
• If the transactions have already been accepted to the register, restore a backup file. Ensure the customer selects the correct account to link to, when reactivating the account within the restored backup.
Instructions:
1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
a. Click Here for Detailed Instructions

2. Follow through the deactivation/reactivate instructions provided above.