Calculator and pen resting on top of a laptop computer

Important Notice

If you connect your North State Bank accounts to QuickBooks or Quicken, review the details below for important dates, required steps, and instructions to help avoid service disruption.


QuickBooks and Quicken Users

Transaction Syncing - Temporary Pause
Evening of Friday, October 9 - Sunday, October 18
 
System Upgrade Timing
North State Bank is upgrading our banking system, which will allow us to offer more digital tools in the future. As part of the upgrade, Online and Mobile Banking will be offline from Friday, October 9 at 5 PM through Sunday, October 11. We appreciate your patience during the outage. 

Action Required for QuickBooks and Quicken Users
If you utilize QuickBooks or Quicken software directly connected to your North State Bank accounts, you will need to complete a few time-sensitive steps to ensure a smooth transition.

Account transaction syncing between North State Bank and QuickBooks/Quicken will pause from 5 PM on Friday, October 9 through Sunday, October 18. Customers who use QuickBooks Online Express Web Connect will have an additional outage window through Sunday, October 25.
 
The links below detail the steps you need to take. If you work with an accounting firm or accountant to help manage your QuickBooks/Quicken software, we strongly encourage you to share this information with them.

Before You Begin
Take a moment to confirm the version/type of QuickBooks and Quicken you use so you can follow the action items for that version.
 

Key Action Dates

 
Friday, October 9 (as close to, but before, 5 PM as reasonably possible): All QuickBooks and Quicken users must sync and back up their data. Follow the user guides at the links below for the exact details based on the version of QuickBooks or Quicken that you use.
 
Monday, October 19:
Syncing between QuickBooks/Quicken software and North State Bank's Online Banking will resume; however, you will need to disconnect and reconnect your accounts. The exact steps you will need to follow are in the guides below.
 
Monday, October 26:
QuickBooks Online Express Web Connect users can reconnect their software to North State Bank's Online Banking.
 

Instructions

The guides below will take you to detailed instructions based on the specific QuickBooks/Quicken software you use. Take care to make sure you follow the instructions for the specific version that you are using.
 
 
 
After your North State Bank accounts have been reconnected to your QuickBooks/Quicken software, we recommend completing a detailed review of your transactions to make sure there are no missing or duplicate transactions.
 
We appreciate your patience as we prepare for and undergo this upgrade. While we understand that the pause in connection can disrupt your accounting processes, completing these upgrades will allow us to further enhance our online tools and capabilities.
 
As always, if you have any questions, please reach out to your local banking office or contact your banker directly.