Skip to content

Help for Mint, Quicken and QuickBooks Users

Important information for Chattahoochee Bank customers using Mint, Quicken or QuickBooks

During the conversion from Chattahoochee Bank to Entegra Bank, customers who use Mint, Quicken or QuickBooks to track their finances will need to modify their settings to ensure smooth transition of financial data.

If you need assistance during the conversion, please give us a call at 800-438-2265.

Thank you for your patience during these changes!

Intuit has prepared documents that will assist you in converting your accounts from Chattahoochee Bank to Entegra Bank. It is important that you read and follow these instructions for successful account updates.

Please reference the dates for each task as this information is time sensitive. To complete these instructions, you will need your User ID and Password for the Chattahoochee Bank and Entegra Bank websites. Most conversions will take less than 30 minutes.

Important notes:

  • Download latest transaction data from Chattahoochee Bank before March 16, 2018.
  • Make a backup copy of your data file
  • Download instructions for your version of Quicken or QuickBooks to learn how to transfer your accounts after conversion

Conversion Instructions

Current Connectivity Supported Future Connectivity Supported Quicken (Windows & Mac) QuickBooks (Windows & Mac) QuickBooks Online Mint
Web Connect Web Connect Download Download N/A N/A
Express Web Connect Express Web Connect Download N/A Download Download
Direct Connect Web Connect Download Download N/A N/A
Direct Connect Express Web Connect Download N/A N/A N/A
Direct Connect Direct Connect N/A Download N/A N/A