Quicken, QuickBooks and Mint Updates

As part of our commitment to providing you the best bank technology possible, Carrollton Bank will roll out a new online and mobile banking platform on October 6, 2023. To ensure a smooth transition of your data, please complete these recommended steps to successfully reactivate your Quicken or QuickBooks accounts on the new platform. Please click on your product below for a full step-by-step guide.

Carefully review your downloaded transactions after completing the instructions to ensure no transactions are duplicated or missed on the register.

If you have any questions, please contact us at (314) 655-3899 or email us at onlinebanking@carrolltonbanking.com.

Please select your platform

Quicken Windows Direct Connect and Express Web Connect

Quicken Mac Direct Connect and Quicken Connect

Quicken Windows Web Connect

Quicken Mac Web Connect

Quicken Windows Direct Connect and Express Web Connect

Important: Express Web Connect will not be available until October 17, so please utilize another connectivity type if you need transaction updates during this downtime. There is no delay for Web Connect or Direct Connect.

Beginning October 10, 2023 at 8:00 AM CT

1. Deactivate online banking connection for Carrollton Bank accounts.
   1. Choose Tools > Account List.
   2. Click Edit on the account to deactivate.
   3. In Account Details, click Online Services.
   4. Click Deactivate. Follow prompts to confirm deactivation.
   5. Click the General tab.
   6. Delete Carrollton Bank and account number information. Click OK to close window.
   7. Repeat steps for any additional accounts that apply.
2. Reconnect the online banking connection for your accounts.
   1. Choose Tools > Account List.
   2. Click Edit on the account you want to activate.
   3. In Account Details, click Online Services and then choose Set up Now.
   4. Type “Carrollton Bank” in the search field and click Next.
   5. Enter your Carrollton Bank credentials.
      • Express Web Connect uses the same credentials you use for Carrollton Bank’s online banking login.
      • Direct Connect might require credentials that do not match your online banking credentials.
        Important: If your credentials do not work, contact us at (314) 655-3899.
   6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
   7. After all accounts have been matched, click Next and then Done.

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Quicken Mac Direct Connect and Quicken Connect

Beginning October 10, 2023 at 8:00 AM CT

Activate the online banking connection for Carrollton Bank accounts.

1. Click your account in the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Type “Carrollton Bank” in the search field, select the correct option and click Continue.
5. Enter your Carrollton Bank credentials.
   • Express Web Connect uses the same credentials you use for your Carrollton Bank online banking login.
   • Direct Connect might require credentials that do not match your online banking credentials.
     Important: If your credentials do not work, contact us at (314) 655-3899.
6. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under Action, choose Link to pick your existing account.
   Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
7. Click Finish.

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Quicken Windows Web Connect

Beginning October 10, 2023 at 8:00 AM CT

1. Deactivate online banking connection for Carrollton Bank.
   1. Choose Tools > Account List.
   2. Click Edit on the account to deactivate.
   3. In Account Details, click Online Services.
   4. Click Deactivate. Follow prompts to confirm deactivation.
   5. Click the General tab.
   6. Delete Carrollton Bank and Account Number information.
   7. Click OK to close window.
   8. Repeat steps for any additional accounts.
2. Reconnect online banking connection for accounts that apply.
   1. Download a Quicken Web Connect file from Carrollton Bank’s online banking site.
   2. In Quicken, choose File > File Import > Web Connect (.QFX) File.
   3. Use the import dialog to select the Web Connect file you downloaded. An “Import Downloaded Transactions” window opens.
   4. Choose Link to an existing account. Select the matching account in the drop-down menu. Associate the imported transactions to the correct account listed in Quicken.
   5. Repeat this step for each of your Carrollton Bank accounts.

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Quicken Mac Web Connect

Beginning October 10, 2023 at 8:00 AM CT

Activate online banking connection for Carrollton Bank.

1. Select your account under the Accounts list on the left side.
2. Choose Accounts > Settings.
3. Select Set up transaction download.
4. Type “Carrollton Bank” in the search field, select the correct option and click Continue.
5. Log into Carrollton Bank online banking and download your transactions to your computer.
   Important: Take note of the date you last had a successful connection. If you have overlapping dates in the web-connect process, you may end up with duplicate transactions.
6. Drag and drop the downloaded file into the box titled Drop download file. Choose Web Connect for the “Connection Type” if prompted.
7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, click Link to pick your existing account.
   Important: Do NOT select “ADD” in the Action column unless you intend to add a new account to Quicken.
8. Click Finish.

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