No. Your My Account login remains the same.
Our offices will be closed on Mon., Feb. 16, in observance of Presidents’ Day.
Beginning February 15, 2025, My Account will use a new, more secure connection method for customers who download loan and account information into QuickBooks or Quicken.
This update ensures improved security, faster syncing, and better long‑term compatibility.
Depending on your product, you may be prompted to:
You'll find step‑by‑step instructions for every supported QuickBooks and Quicken version below.
Select your accounting software program and follow the instructions.
QuickBooks Desktop for Windows
View Instructions
QuickBooks Desktop for Mac
View Instructions
QuickBooks Online
View Instructions
Quicken for Windows (EWC+)
View Instructions
Quicken for Mac (EWC+)
View Instructions
Before you get started, you will need these items:
No. Your My Account login remains the same.
No. Your account information, payment options, and My Account access will not change.
Prompts typically occur the next time you download or refresh transactions after February 15.
Visit the instructions above. Many errors—like QuickBooks Online Error 377—have simple one‑click fixes.
Please call our Customer Support team Monday - Friday between 7:30 a.m. and 5:30 p.m. CT at 877-348-3810.
Phone: 877-348-3810
Available Monday - Friday, 7:30 a.m. - 5:30 p.m. CT