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Before this Friday, March 20 by 4:00pm (PT): We recommend downloading or backing up your most recent history as close to this time as possible to help ensure your activity is up to date prior to the start of the transition. After you're done so, deactivate and disconnect your online banking connection for accounts connected to HomeStreet.
After March 23, 2026: Reconnect or reactivate your Quicken, QuickBooks or other Intuit products to your new Mechanics Bank system. Follow the instructions below.
Conversion Instructions
Quicken Conversion Instruction PDF
QuickBooks Desktop Instructions PDF
QuickBooks Online Conversion Instructions PDF
Intuit aggregation services may be interrupted for up to 3-5 business days. Users are encouraged to download a QFX/QBO file during this outage. The following services may not work during the outage:
- Quicken Win/Mac Express Web Connect
- QuickBooks Online Express Web Connect
Please carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register. If you have any questions, please contact us at 800.797.6324