Online Banking - Financial Management Conversion

Important conversion instructions

As Heartland Bank completes its system conversion, you will need to modify your QuickBooks/Quicken settings to ensure the smooth transition of your data.  Based on the software you use and your operating system, please select from the list of links below for detailed conversion instructions.   

To complete these instructions, you will need your login credentials for Heartland Bank's current online banking system. You should perform the following instructions exactly as described, and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.  Please reference the dates next to each task as this information is time sensitive.

QuickBooks for Mac Conversion Instructions

QuickBooks Online Edition Conversion Instructions

QuickBooks for Windows Conversion Instructions

Quicken for Mac Express Web Connect Conversion Instructions

Quicken for Mac Web Connect Conversion Instructions

Quicken for Windows Express Web Connect Conversion Instructions

Quicken for Windows Web Connect Conversion Instructions

Mint Conversion Information