Velocity is migrating to a new online and mobile banking system on March 1, 2021. This upgrade will require that you make changes to your QuickBooks, Quicken or Mint software, so please take action to ensure a smooth transition.
The conversion instructions below reference two important Action Dates. Please note:
You should read these documents carefully. Depending on the system you use, it is important to take note of your last successful upload. Duplicate transactions can occur if you have overlapping transaction dates in the new transaction download.
Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register.
If you have any questions, please contact us at 512.469.7000.