Tips to Help You Connect QuickBooks or Similar Apps With Your New Business Digital Banking
To help you with a smooth transition, we’re sharing the information below as general guidance only. If you have specific questions or need more detailed assistance, please reach out to your vendor’s support services directly (for example, Quickbooks.Intuit.com or Quicken.com).
On or Before Monday, April 21
(The Day Before Your New Digital Banking Goes Live)
-
Complete a backup of your QuickBooks, Quicken or Credit Karma data file. -
Download the latest QuickBooks, Quicken or Credit Karma update. -
Complete a final transaction download and accept all new transactions into the appropriate registers. -
Deactivate the online banking connection between QuickBooks, Quicken or Credit Karma and your Summit accounts – important to help prevent duplication of transactions once your new digital banking is live. We recommend deactivating by 7pm, April 21.
On Tuesday, April 22
(The Day Your New Digital Banking Goes Live)
-
Complete your first-time sign-in to your new business digital banking -
QuickBooks, Quicken and Credit Karma services will be temporarily unavailable for up to 5 business days once we launch your new digital banking on April 22. While this is a normal and anticipated part of the transition for those services, we apologize for the inconvenience to you. -
During the downtime, we recommend you manually download a QFX/QBO file, if needed, until you can reconnect your online banking with your Intuit or Quicken services.
Once Quicken, QuickBooks and Credit Karma Are Available Again:
-
Reconnect the online banking connection for your Summit accounts in your new digital banking. -
Review your transactions and manually add missing ones or delete potential duplicates, based on what date you choose for pulling in your records. -
For example: Suppose you did your final download and disconnected on April 21 at 6:30pm. -
If, when you reconnect, you pull in transactions as of April 21, you’ll delete the duplicates of transactions that posted on April 21 before 6:30pm. -
If, when you reconnect, you pull in transactions as of April 22, you’ll manually add anything that came in after 6:30pm on April 21.
-
Important Tips if You Have Multiple Accounts Under Your Digital Banking Profile
Here are a couple options for that integration:
Option 1:
-
You have a Summit personal account or a single business account as your primary account in your new business digital banking, and you’re looking for the fastest approach to integrating your business account(s).
Option 2:
-
You don’t have a Summit personal account as your primary account in your new business digital banking, and you have multiple business accounts. -
You’re looking for even greater control over the accounts and history that are imported. -
You want to keep business and personal accounts totally separate.
How to set up your sub-users for your vendor access:
Log in to your new Summit Business Digital Banking.
Under your profile in the upper right corner, toggle to the first account in the dropdown to switch to that account.
Select Manage Users.
Select Roles. The role must be created first before the user is created.
Select Add New Role from the top right corner and name your new role.
Scroll down to the accounts area and select all the accounts you would like QuickBooks to access.
Select Account Reports.
Scroll to the bottom of the page and select Create Role.
Once the role has been created, click Users.
Select Add a New User in the top right corner.
Enter the appropriate fields to create the user.
Select the role you created to be assigned to the user, then select Continue.
Leave time restrictions defaulted to unrestricted, as QuickBooks can pull data at any time throughout the day.
Select Continue, then Confirm.
Repeat these steps for any other applicable accounts under your profile. Note you’ll need to create a different user name for each of your accounts.
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