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Intuit Users

You may need to modify your settings in Quicken, QuickBooks and Mint.com to ensure the smooth transition of your data. Below you will find step by step instructions for various versions of each platform.

QuickBooks 

Direct Connect
Mac 2012-2015 
Windows 2012-2015

Web Connect
Mac 2012-2015 
Windows 2012-2015 

Online Edition (QBO v78)


Quicken 

Direct Connect
Essentials and Mac 2015
Mac 2006-2007 
Windows 2012-2015 

Web Connect
Essentials and Mac 2015 
Mac 2006-2007
Windows 2012-2015

Express Web Connect to Direct Connect
Essentials and Mac 2015 
Windows 2012-2015 

Express Web Connect to Web Connect
Essentials and Mac 2015 
Windows 2012-2015

Express Web Connect
Essentials and Mac 2015
Windows 2012-2015


Mint.com (v40)

Mint Conversion Information

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