Quicken on Windows

Between June 22 and July 31, 2026:

1. Complete a final transaction download. Accept all new transactions into the appropriate registers (this is required).
2. Backup your Quicken Windows data file and update the application (not required but strongly recommended by Quicken):
   1. Select File.
   2. Select Copy or backup file.
   3. Select Create a complete backup.
   4. Save the backup.
   5. Select Help, then Check for Updates to download the latest Quicken update.

On or After June 22, 2026:

1. Deactivate banking connection for accounts connected to FirstBank.
   1. Select Tools.
   2. Select Account List.
   3. Select Edit on the account you're deactivating.
   4. In Account Details, select Online Services.
   5. Select Deactivate. Follow the prompts to confirm.
   6. Select the General tab.
   7. Delete the Financial Institution (FirstBank) and Account Number information. Select OK to close the window.
   8. Repeat these steps for each connected FirstBank account.
2. Reconnect your account(s) to PNC Bank.
   1. Select Tools.
   2. Select Account List.
   3. Select Edit on the account you want to connect.
   4. In Account Details, select Online Services and then Set up Now.
   5. Search for and select PNC Bank – Web Connect.
   6. Enter your PNC user ID and password and follow the on-screen instructions to complete authentication.
   7. Choose the accounts you want to connect to Quicken and select Authorize.
      1. Important: Quicken recommends that you select ALL PNC Accounts to avoid any future connection issues. Selecting all your PNC accounts here does not automatically add the accounts to Quicken, you'll choose the accounts you want later.
   8. Select Return to Quicken and go back to the Quicken program if you’re not automatically redirected.
   9. The PNC accounts you authorized previously will now appear. Select Link to Existing Account for each of your new PNC accounts you want to connect.
      1. Important: Linking accounts maintains all your historic data within Quicken under your new PNC account. Do not create a new account unless this is a brand-new account you have never tracked in Quicken. If you are presented with accounts you don't want to track in this data file, choose Ignore - Don’t choose Download into Quicken.
   10. After all accounts have been matched, select Next and then Done.

Quicken on Mac

Between June 22 and July 31, 2026:

1. Back up your Quicken Mac data file and update the application (not required but strongly recommended by Quicken):
   1. Select File.
   2. Select Save a Backup.
   3. Select Quicken.
   4. Check for Updates, to download the latest version.

On or After June 22, 2026:

1. Reconnect your account(s) to PNC Bank.
   1. Find your account in the Accounts list on the left side.
   2. Select Accounts.
   3. Select Settings.
   4. Select Set up transaction download.
   5. Search for and select PNC Bank – Web Connect.
   6. Select Continue on the Add Account page.
   7. Choose the accounts you want to connect and select Connect my accounts.
      1. Important: Quicken recommends that you select ALL PNC Accounts to avoid any future connection issues. Selecting all your PNC accounts here does not automatically add them to Quicken, you'll select the accounts you want later.
   8. The PNC accounts that you authorized previously will appear on the Accounts Found screen. Under Action, choose Link and select each account you're connecting in the drop-down menu.
      1. Important: Linking accounts maintains all your historic data within Quicken under your new PNC account. Do not create a new account unless this is a brand-new account you have never tracked in Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore - Don’t Download into Quicken.
      2. After all accounts have been matched, select Finish.

QuickBooks Desktop on Windows

Between June 22 and July 31, 2026:

1. Back up your QuickBooks Windows data file and update the application (this isn't required but is strongly recommended by QuickBooks):
   1. Select File.
   2. Select Back Up Company.
   3. Select Create Local Backup.
   4. Select Help, then Update QuickBooks Desktop to download the latest QuickBooks update.

On or After June 22, 2026:

1. Deactivate banking connection for accounts connected to FirstBank.
   1. Select Lists.
   2. Select Chart of Accounts.
   3. Right-click on the first account you would like to deactivate and select Edit Account.
   4. Select Bank Feeds Settings tab in the Edit Account window.
   5. Select Deactivate All Online Services and select Save & Close.
   6. Select OK for any alerts or messages that may appear with the deactivation.
   7. Repeat steps for any additional accounts that apply.
2. Reconnect your account(s) to PNC Bank.
   1. Select Lists.
   2. Select Chart of Accounts.
   3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that appears.
   4. Search for and select PNC Bank QBDT EWC.
   5. Choose the accounts you want to connect and select Authorize.
      1. Important: QuickBooks recommends that you select ALL PNC Accounts to avoid any future connection issues. Selecting all your PNC accounts here does not automatically add them to QuickBooks, you will select the accounts you want later.
   6. Select Return to QuickBooks and go back to the QuickBooks program if you’re not automatically redirected.
   7. The accounts that you authorized previously will appear. Select Link to Existing Account in the Actions drop-down menu for each account you're connecting.
      1. Important: Linking accounts maintains all your historic data within QuickBooks Desktop under your new PNC account. Do not select Add Account unless this is a brand-new account you have never tracked in QuickBooks Desktop. If there's an account you don't want to track in this data file, select Do Not Add.
   8. After selecting an action option for each account, select Next to finish.

QuickBooks Desktop on Mac

Between June 22 and July 31, 2026:

1. Backup QuickBooks Windows data file and update the application (this isn't required but is strongly recommended by QuickBooks):
   1. Select File.
   2. Select Backup.
   3. Download the latest QuickBooks Update.
   4. Go to QuickBooks.
   5. Select Check for QuickBooks Update.

On or After June 22, 2026:

1. Deactivate banking connection for accounts connected to FirstBank.
   1. Select Lists.
   2. Select Chart of Accounts.
   3. Find the first account you would like to deactivate and select Edit.
   4. Select Edit Account.
   5. Select Online Settings in the Edit Account window.
   6. In the Online Account Information window, select Not Enabled from the Download Transactions list and select Save.
   7. Repeat these steps for each account.
2. Reconnect your account(s) to PNC Bank.
   1. Select Banking.
   2. Select Online Banking Setup.
   3. Search for and select PNC Bank QBDT EWC.
   4. Choose the accounts you want to connect and select Authorize.
      1. Important: QuickBooks recommends that you select ALL PNC Accounts to avoid any future connection issues. Selecting all your PNC accounts here does not automatically add them to QuickBooks, you'll select the accounts you want later.
   5. The accounts that you authorized previously will appear. Choose Select an Account in the Store in the QuickBooks Account drop-down for each account you're connecting.
      1. Important: Linking accounts maintains all your historic data within QuickBooks Desktop under your new PNC account. Do not select New unless this is a brand-new account you have never tracked in QuickBooks Desktop. If you are presented with accounts you don't want to track in this data file, select Do Not Add.
   6. After selecting an action option for each account, select Next and then Done to finish.