Conversions and Mergers

Data conversions and mergers impact end user connectivity in QuickBooks, Quicken and Credit Karma. Intuit conversion projects ensure that the financial institution has access to the tools and resources needed to create a successful communication plan and to support end users through the change. These project will also ensure that all required configuration updates align with your change. Please note that Intuit must be notified a minimum of 30 days before these changes occur.

Intuit defines a conversion as any change in data flows that may affect OFX feeds to Intuit products. These changes will most likely require end users to take action within QuickBooks or Quicken. Some example items that can cause a conversion within the products include, but are not limited to the following items:

System Related Changes Due to	Change in Support Services	Updating Account Information
Merger or Branch Acquisition	Web Connect	Routing Number
Change in OFX Technology Provider	Direct Connect	Account Number
System upgrade of any sort that could potentially affect OFX	Bill Pay	Login Credentials
	Adding or removing supported account types

For more information and next steps, please visit our conversion information page here.