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Online Banking

QuickBooks & Quicken

Home State Bank is migrating to a new online and mobile banking system on October 10, 2024

This update will require you to make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition. 
Conversion instructions are available below.


The conversion instructions reference two Action Dates.  Please use the dates provided below:

1st Action Date:  10/10/2024

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

2nd Action Date:  10/15/2024

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.


Conversion Instructions:

Intuit aggregation services may be interrupted for up to 5 business days.  Users are encouraged to download a Quicken (.QFX file) & QuickBooks (.QBO file) during this outage.  The following services will not work during the outage:

  • Quicken Win/Mac Express Web Connect/Quicken Connect
  • QuickBooks Online (QBO) Aggregation
  • Credit Karma

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 questions, please contact us in Jefferson at (515) 386-21321 or in Polk City at (515) 329-8801