Tips to Help You Connect QuickBooks or Similar Apps With Your New Business Digital Banking

If you use outside budgeting or accounting applications (like QuickBooks, Quicken or Credit Karma) and you want to continue previous connections between those applications and your Summit digital banking, it’s important to relink them after April 22.

To help you with a smooth transition, we’re sharing the information below as general guidance only. If you have specific questions or need more detailed assistance, please reach out to your vendor’s support services directly (for example, Quickbooks.Intuit.com or Quicken.com).

On or Before Monday, April 21

(The Day Before Your New Digital Banking Goes Live)

Complete a backup of your QuickBooks, Quicken or Credit Karma data file.
Download the latest QuickBooks, Quicken or Credit Karma update.
Complete a final transaction download and accept all new transactions into the appropriate registers.
Deactivate the online banking connection between QuickBooks, Quicken or Credit Karma and your Summit accounts – important to help prevent duplication of transactions once your new digital banking is live. We recommend deactivating by 7pm, April 21.

On Tuesday, April 22

(The Day Your New Digital Banking Goes Live)

Complete your first-time sign-in to your new business digital banking .
QuickBooks, Quicken and Credit Karma services will be temporarily unavailable for up to 5 business days once we launch your new digital banking on April 22. While this is a normal and anticipated part of the transition for those services, we apologize for the inconvenience to you.
During the downtime, we recommend you manually download a QFX/QBO file, if needed, until you can reconnect your online banking with your Intuit or Quicken services.

Once Quicken, QuickBooks and Credit Karma Are Available Again:

Reconnect the online banking connection for your Summit accounts in your new digital banking.
Review your transactions and manually add missing ones or delete potential duplicates, based on what date you choose for pulling in your records.
For example: Suppose you did your final download and disconnected on April 21 at 6:30pm.
- If, when you reconnect, you pull in transactions as of April 21, you’ll delete the duplicates of transactions that posted on April 21 before 6:30pm.
- If, when you reconnect, you pull in transactions as of April 22, you’ll manually add anything that came in after 6:30pm on April 21.

Important Tips if You Have Multiple Accounts Under Your Digital Banking Profile

Once you’re logged in to your new business digital banking, you’ll be able to see any Summit accounts you have (business or personal, or any accounts you’re a joint owner on) under the profile icon in the upper right corner. With multiple accounts under that profile, you’ll need to provide additional information for QuickBooks to pull in the exact Summit accounts and transaction history you want.

Here are a couple options for that integration:

Option 1:

Connect your accounts directly through Intuit, and they will be able to pull in accounts based on what you say you want or don’t want included.

This option may be best if:

You have a Summit personal account or a single business account as your primary account in your new business digital banking, and you’re looking for the fastest approach to integrating your business account(s).

Option 2:

Set up a sub-user for each account under your profile in your new business digital banking, then provide that sub-user access to Intuit (or similar vendors). You’ll be able to allow the vendor read-only access for “Account reports” and “All accounts” to ensure they pull the data you would like to import.

This option may be best if:

You don’t have a Summit personal account as your primary account in your new business digital banking, and you have multiple business accounts.
You’re looking for even greater control over the accounts and history that are imported.
You want to keep business and personal accounts totally separate.