As part of Centier Bank's Digital Banking Upgrade on October 5, 2026, clients who use Quicken® or QuickBooks® to access their accounts will need to reconnect their accounts after the upgrade.

To help ensure a smooth transition, please review the important dates below and follow the instructions for your software.

Before October 2, 2026 at 6:00 PM CT

Please complete the following steps before Upgrade Weekend:

• Back up your Quicken® or QuickBooks® file.
• Download and save your transaction history.
• Complete a final transaction update and accept all downloaded transactions.
• If you use the Direct Connect Bill Pay feature within Quicken® software or QuickBooks® software, cancel any pending payments scheduled after October 2 and make note of any recurring payment instructions.

Important: We strongly recommend downloading and saving your transaction history before October 2. Historical transaction information may not be readily available during the upgrade process.

Beginning October 6, 2026

After the upgrade is complete, you will need to reconnect your Centier accounts within Quicken® or QuickBooks®.

Depending on your software, this process generally includes:

• Disconnecting your existing Centier connection
• Reconnecting your accounts using updated connection information
• Linking your existing accounts
• Reviewing transactions to ensure all activity downloaded correctly

QuickBooks® Desktop

If you use QuickBooks® Desktop for Windows or Mac, please follow the instructions provided below.

Download QuickBooks® Desktop Conversion Instructions

QuickBooks® Online

If you use QuickBooks® Online, please follow the instructions provided below.

Download QuickBooks® Online Conversion Instructions 

Link Existing Accounts

When reconnecting your accounts, be sure to select Link to Existing Account whenever prompted.

Selecting "Create New Account" may result in duplicate accounts, balances, or transactions.

Connection Service Interruption

Clients using the following connection types may experience a delay of up to five business days before automatic transaction downloads resume:

• Quicken® Express Web Connect
• QuickBooks® Online Express Web Connect

During this interruption, you may continue importing transactions manually using Web Connect files when available.

Review Transactions After Reconnecting

After reconnecting your accounts, carefully review your account activity to ensure transactions have downloaded correctly and that no duplicate transactions appear in your register.

Disclosures