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South State Bank
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Intuit Conversion Instructions

Quicken®, QuickBooks®, and Mint.com Conversion Instructions



As we prepare to transition to the new SouthState Online and Mobile Banking experience beginning May 28, please review the important details available below regarding Quicken® and QuickBooks®.

If you do not use Quicken or QuickBooks, there is no action you need to take related to these services. If you have any questions, please call us at (866) 327-7228.
Quicken® Instructions

Quicken® Instructions

WINDOWS

On May 28, 2021:

  1. Back up your Quicken Windows Data File. Go to File > Backup and Restore > Backup Quicken File.
  2. Download the latest Quicken Update. Go to Help > Check for Updates.
  3. Complete a final transaction download. Accept all new transactions into the appropriate registers.
MAC
On May 28, 2021:
  1. Backup Quicken Mac Data File and Update the application.
    1. Choose File > Save a Backup.
    2. Download the latest Quicken Update. Choose Quicken > Check for Updates.
  2. Complete a final transaction download.
    1. Complete last transaction update before the change to get all of your transaction history up to date.
    2. Accept all new transactions into the appropriate registers.

WINDOWS

On June 1, 2021:

  1. Deactivate online banking connection for accounts connected to CenterState Bank.
  2. Choose Tools > Account List.
  3. Click Edit on the account to deactivate.
  4. In Account Details, click Online Services.
  5. Click Deactivate. Follow prompts to confirm deactivation.
  6. Click the General tab.
  7. Delete Financial Institution and Account Number information. Click OK to close window.
  8. Repeat steps for all additional accounts from CenterState Bank.
MAC
On June 1, 2021:
  1. Click on the account name in the bar down the side of Quicken Mac.
  2. Click the Settings gear icon in the bottom-right corner.
  3. Click the Downloads tab.
  4. Click the Disconnect account button.
  5. Repeat for all accounts from CenterState Bank.
  6. Click Done.

Deactivate in Quicken

WINDOWS
Reconnect the online banking connection for your accounts after you have enrolled at SouthStateBank.com to access your new Online Banking.
  1. Choose Tools > Account List.
  2. Click Edit on the account you want to activate.
  3. In Account Details, click Online Services and then choose Set up Now.
  4. Type your SouthState in the search field and click Next.
  5. Enter your SouthState Online Banking credentials.
  6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken. Select Link to an existing account and select the matching accounts in the drop-down menu. Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel.
  7. After all accounts have been matched, click Next and then Done.
 
MAC  

To Reactivate Account(s) in Quicken for Mac
  1. Click the account name in the list displayed down the side of Quicken to open the register.
  2. Click the Settings gear in the lower right corner of the register view.
  3. Go to the Downloads tab.
  4. Click the Connect Account button.
  5. Type in the SouthState and walk through the wizard.
  6. Choose LINK on the screen displayed after Quicken finds the available accounts at SouthState for your login credentials, and carefully link to your existing Quicken account(s).

Reconnect in Quicken
QuickBooks® Instructions

QuickBooks® Instructions

WINDOWS

Before May 28, 2021:

  1. Backup QuickBooks Windows Data File & Update.
    1. Choose File > Back Up Company > Create Local Backup.
    2. Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop.
  2. Complete a final transaction download and match downloaded transactions.
    1. Complete one last transaction update before the change to get all of your transaction history up to date.
    2. Accept all new transactions into the appropriate registers. (required)
MAC
Before May 28, 2021:
  1. Backup QuickBooks Mac Data File & Update.
    1. Choose File > Backup.
    2. Download the latest QuickBooks Update. Choose QuickBooks > Check for QuickBooks Updates.
  2. Complete a final transaction download.
    1. Complete one last transaction update before the change to get all of your transaction history up to date.
    2. Accept all new transactions into the appropriate registers. (required)

WINDOWS

On or After June 1, 2021:

Deactivate online banking connection for accounts connected to CenterState Bank

  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on the first account you would like to deactivate and choose Edit Account.
  3. Click the Bank Feeds Settings tab in the Edit Account window.
  4. Select Deactivate All Online Services and click Save & Close.
  5. Click OK for any alerts or messages that may appear with the deactivation.
  6. Repeat steps for any additional accounts that apply. (REQUIRED)
MAC
On or After June 1, 2021:

Deactivate online banking connection for accounts connected to CenterState Bank.
  1. Choose Lists > Chart of Accounts.
  2. Click the first account you would like to deactivate and choose Edit > Edit Account.
  3. Choose Online Settings in the Edit Account window.
  4. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save.
  5. Click OK for any alerts or messages that may appear with the deactivation.
  6. Repeat steps for all additional accounts that apply. (Required)

Deactivate in Quickbooks

Reconnect the online banking connection for your accounts after you have enrolled at SouthStateBank.com to access your new Online Banking.

WINDOWS
Reconnect online banking connection for accounts that apply.
  1. Choose Lists menu > Chart of Accounts.
  2. Right-click on an account you would like to activate and choose Edit Account.
  3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
  4. Enter SouthState in the search field and select Continue.
  5. Enter your Online Banking credentials.
  6. Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New. Important: DO NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks.
  7. After all accounts have been matched, click Next and then click Done.
 
MAC
Reconnect online banking connection for accounts that apply.
  1. Choose Banking > Online Banking Setup.
  2. Type SouthState in the search field, then click Next and follow the instructions in the setup screen.
  3. Select Yes, my account has been activated for QuickBooks Online Services in the Online Banking Assistant window. Click Next.
  4. Enter your Online Banking credentials.
  5. For each account you wish to download into QuickBooks, click Select and Account to connect to your existing account’s registers.
  6. Click Next, and then click Done.
  7. Repeat this step for each account that you have connected to this institution.


Reconnect in Quickbooks
QuickBooks® Online Instructions

QuickBooks® Online Instructions

Download QuickBooks Online Conversion Instructions

As SouthState completes our system conversion, you will need to modify your QuickBooks Online settings to ensure that your data connectivity transfers smoothly to the new system. This document contains instructions for both connectivity types (Express Web Connect and Web Connect).
Mint.com Instructions

Mint.com Instructions

Download Mint.com Conversion Instructions

As SouthState completes its system conversion, Mint aggregation services may be interrupted for up to 5 business days.

For a successful account update, do not log into your Mint.com until 5 business days after June 1, 2021.

Mint.com data is stored on Intuit cloud servers. Data is updated with every change and cannot restore data to a previous point in time.

During this time, the Mint.com server will automatically make the system conversion for your activated accounts.

If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not attempt to change the status or make any changes in Mint.com during this time.

After 5 business days, the accounts should reconcile showing your transaction history available.


In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account.

After the download completes, click the Transactions tab to view up to 90 days of transaction history.

  1. Quicken and QuickBooks are trademarks and service marks of Intuit, Inc., registered in the United States and other countries. 

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