Quicken®, Quickbooks, and Mint Conversion for F&M Bank's New Online and Mobile Banking

How will F&M Bank's New Online and Mobile Banking impact my use of online financial services platforms?

Upon implementation of F&M Bank's New Online and Mobile Banking, Clients using online financial services platforms that utilize your Online and Mobile Banking credentials, such as Quicken®, Quickbooks, and Mint, will be required to re-authenticate and relink to F&M Bank in order to use these financial services platforms on a go forward basis.

How can I prepare for the transition?

To prepare, Clients are encouraged to download transactions from the platforms they utilize by Friday, April 26, 2019. You will need to deactivate and reactivate your account as well as carefully review downloaded transactions after the reactivation. Refer to the key dates and instructions for the different platforms below to assist you through this conversion. Note: Some of the financial services platforms do not allow you to reconnect for a certain period of time. Users who attempt to connect during the service interruption will receive a system notification.

Service Interruption Schedule
Financial Services Platform Last Day to Download Transactions Log In On or After
Mint Friday, April 26, 2019 Summer 2019
Quicken® for Web Connect Friday, April 26, 2019 Monday, April 29, 2019
Quicken® for Direct Connect Friday, April 26, 2019 Monday, April 29, 2019
Quicken® for Express Web Connect Friday, April 26, 2019 Monday, May 6, 2019
Quickbooks for Web Connect Friday, April 26, 2019 Monday, April 29, 2019
Quickbooks for Direct Connect Friday, April 26, 2019 Monday, April 29, 2019
Quickbooks for Express Web Connect / Quickbooks Online Friday, April 26, 2019 Summer 2019

What are my options during the service interruption?

Service options during service interruption
Financial Services Platform Option
Mint As an alternative to Mint, F&M Bank now offers a Personal Financial Management (PFM) tool similar to Mint that allows you to link your accounts and track finances from other financial institutions.
Quicken® Windows/Mac Express Web Connect Convert to Web or Direct Connect if you cannot wait five business days. Clients are encouraged to use this option.
Quickbooks for Express Web Connect / Quickbooks™ Online You may manually import your transactions following the Quickbooks™ Online instructions below.

Please click on the links below for conversion information and instructions based upon your computer set-up and the platform you are using.

Mint Conversion Information

Mint Conversion Instructions

Quickbooks for Web Connect

Quickbooks for Windows Conversion Instructions

Quickbooks for Mac Conversion Instructions

Quicken® for Web Connect

Quicken® for Windows Conversion Instructions

Quicken® for Mac 2007 Conversion Instructions

Quicken® for Mac 2017-2019 Conversion Instructions

Quickbooks for Direct Connect

Quickbooks for Windows Conversion Instructions

Quickbooks for Mac Conversion Instructions

Quicken® for Direct Connect

Quicken® for Windows Conversion Instructions

Quicken® for Mac 2007 Conversion Instructions

Quicken® for Mac 2017-2019 Conversion Instructions

Quickbooks for Online

Quickbooks Online Conversion Instructions

Quicken® for Express Web Connect

Quicken® for Windows Conversion Instructions

Quicken® for Mac 2017-2019 Conversion Instructions

Questions?

If your financial services platform is not listed above, please contact us for assistance.

F&M Bank Client Care Center:

(866) 437-0011

internet.support@fmb.com

M- F: 8:00am to 9:00pm PT

Sat: 8:00am to 9:00pm PT

Sun: 8:00am to 5:00pm PT

1Only available to clients with a personal debit card and a personal online banking profile. Terms, Conditions and Limitations apply.