Become an Intuit Certified Service Provider

Auto-Launch Program

Intuit has created a program allowing service providers that host multiple financial institutions on the same server architecture to become "auto-launch" certified. This certification removes the need for continuous testing and significantly reduces the time to launch new financial institution connections.

The Auto-Launch certification process is made up of three specific phases that must be passed to gain Auto-Launch Authorization:

Phase I - Pre-Qualification

During the pre-qualification phase, Intuit will review the OFX system architecture and determine if you meet the requirements to be an Auto-launch Authorized Service Provider. This phase consists of completing an Auto-Launch Pre-Qualification Questionnaire and attending a follow up conference call to discuss the information within the questionnaire. After the review is complete, Intuit will notify you if are eligible to continue towards becoming an Auto-Launch Authorized Service provider.

Phase II - Testing

If you meet the requirements to be an Auto-Launch Service Provider, you will be required to successfully complete the implementation process with a minimum of 2 financial institutions.

An implementation will consist of completing the following:
• Server Quality Assurance (SQA) - Script Based Testing required by Intuit prior to a production deployment of a financial institution into the Quicken, Quicken for Mac or QuickBooks products. This type of testing applies only to institutions supporting the Direct Connect connectivity method.
• Financial Institution Acceptance Testing (FIAT) - Product based testing required by Intuit prior to a production deployment of a financial institution into the Quicken, Quicken for Mac or QuickBooks Products. This type of testing applies to financial institutions supporting the Web Connect and/or Direct connectivity method.

Phase III – Evaluation

After you have tested 2 FIs, Intuit will perform an evaluation of the testing results and determine if you are Auto-Launch Authorized or if further testing is required. The process will continue until a financial institution no longer has launch blocking issues present.

Next Steps

If you would like to pursue Auto-Launch Authorization, please submit a web inquiry.