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Quicken®/QuickBooks®

Important Information Regarding Quicken®, QuickBooks® and Mint®

CommunityBank of Texas, N.A. is excited to announce that a new online banking platform will be available March 3, 2021 to help you increase efficiency through greater functionality, within an exceptional user-friendly application. This upgrade will require you to make changes to your Quicken® and QuickBooks® software.

The following conversion instructions reference two dates of action to ensure a smooth transition.

1st Action Date: March 2, 2021

A data file backup and final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction might not be available after the upgrade to download.

2nd Action Date: March 3, 2021

This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Quicken® or QuickBooks® accounts set up with the new connection.

Important information for Direct Connect customers who utilize Bill Pay.   Bill Pay feature will no longer be available in Direct Connect for Quicken® and QuickBooks® customers.  You will need to login to the online banking system to process bill payments.

Conversion guides are available and linked below. 

Quicken ®

QuickBooks® Desktop

QuickBooks® Online

Mint®

Intuit aggregation services may be interrupted for 3 to 5 business days. Users are encouraged to download a QFX/QBO file during this interruption. The following services may not work during this delay:

Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.

We hope you share our excitement as we upgrade your online banking experience. Should you have any questions, please do not hesitate to contact us at 1.866.427.9306.


Community XPress Banking has a direct connection to the Quicken® and QuickBooks® software. Search Financial Institutions for CommunityBank of Texas, N.A. (There is no space between CommunityBank).

FEATURESDIRECT CONNECTION

All services available from within Quicken® or QuickBooks®; you don’t need to log in to your Financial Institution's website.

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You can use One Step Update to update multiple accounts during one session.

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Downloaded transactions are automatically matched with existing transactions and new ones are entered into register.

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Quicken® or QuickBooks® can remember your log in information (i.e., Customer ID and Password).

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You must set up service within Quicken® or QuickBooks® even if you log in to your Financial Institution's website.

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I want to access my account through Quicken® or QuickBooks®. What do I need to do?

You must have an online ID and Password for CommunityBank XPress Banking to access your accounts through Quicken® or QuickBooks®.

I got my ID and temporary password, why can I not just log in to Quicken® or QuickBooks®

You must log in to CommunityBank XPress Banking to set your password and accept the online agreement before you are able to access accounts through Quicken® or QuickBooks®.

My password is stored in the password vault and it says it is invalid. What do I need to do?

You need to log in to XPress Banking; your password may be expired. Once you update your password in XPress Banking, you will need to update your password in the password vault.

If I already have a web connection to CommunityBank XPress Banking, how do I update to direct connection?

You will need to select “One-Step Update” with nothing check marked to update the financial institution directory.  Only one update can be done per day.  

How can I transfer funds within Quicken® or QuickBooks®?

Scheduled transfers are supported in Direct Connect, but you cannot set up recurring transfers.  To set a recurring transfer you must log in to XPress Banking. Transfers are not processed on Saturday and Sunday from Quicken® or QuickBooks®. To do an immediate transfer on the weekend you must log in to XPress Banking.  Transfer cutoff for Quicken® or QuickBooks® is 2:00 PM CST.

Are Bank-to-Bank Transfers available through Quicken® or QuickBooks®?

Bank-to-Bank Transfers are not supported in Quicken® or QuickBooks®.

How can I enroll in E-Statements?

You must log in to XPress Banking to enroll in E-Statements.

How can I stop a payment?

You must log in to XPress Banking to enter a stop payment.

External Link Disclaimer

You are now leaving the CommunityBank of Texas, N.A. website. CommunityBank of Texas, N.A. (including its directors, shareholders, employees, and affiliates) is not liable or responsible for the content, information, security, or failure of any products or services promoted or advertised on this third party site.

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Email Disclaimer

Notice: Because there is a risk that information transmitted via Internet email could fall into the wrong hands, CommunityBank of Texas, N.A. suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. Instead, please contact CommunityBank of Texas, N.A. directly at your nearest bank branch.

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