QuickBooks Reference Guide

Steps to Update Your QuickBooks Connection

Prepare for the Digital Banking Upgrade

If you use QuickBooks with your Gather Federal Credit Union accounts, you will need to take a few steps to make sure your accounts and transaction downloads continue to work after our Digital Banking upgrade.

Our Digital Banking upgrade launches Thursday, October 15, 2026.

Important Dates

Wednesday, October 14 – Before the Upgrade

Before Online and Mobile Banking becomes unavailable, complete your final QuickBooks transaction download.

  • Download your latest transactions from Gather FCU.
  • Make sure all downloaded transactions have been reviewed and accepted into the appropriate QuickBooks accounts.
  • If you use QuickBooks Desktop, we recommend backing up your QuickBooks company file before the upgrade.

Thursday, October 15 – After the Upgrade

Once the Digital Banking upgrade is complete, you can begin reconnecting your QuickBooks accounts.

The steps you take will depend on how you currently connect QuickBooks to Gather FCU.

 

Conversion Instructions

QuickBooks Desktop – click HERE

QuickBooks Online – click HERE

Quicken – click HERE


After Reconnecting

Carefully review your accounts and downloaded transactions.

If you notice duplicate transactions, duplicate accounts, an account connected incorrectly, or other issues, please contact Gather FCU at 808.245.6791. We’re here to help make the transition as smooth as possible.




























































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