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LEVEL ONE BANK Quicken and Quickbook Guides

Attention Quickbooks, Quicken and Mint Users

Level One Bank is migrating to a new online and mobile banking system on August 26th, 2022. This transition will require that you 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: August 26th, 2022

Please complete a data file backup and a final transaction download by this date.

  • Also, be sure to complete the final download prior to this since transaction history will not be available after the transition.

2nd Action Date: August 29th, 2022

Please complete the remaining steps of the conversion instructions as of this date.

  • Complete the deactivation/reactivation of your online banking connection. This will ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.

Conversion instructions

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 1.800.205.3464