Quicken & QuickBooks Conversion Instructions

As always, should you require assistance, please contact your personal banker at 972-673-4000.

Questions? Call us at 972.673.4000.

The links below provide the information that will be required to continue utilizing Quicken after Benchmark Bank updates its internet banking system on May 19, 2014, which include the steps necessary to complete the deactivation and reactivation processes. Please be aware that there is the possibility that your transactional data will be duplicated when your new account is set up. Detailed instructions on how to correct any duplicate data can be found below.


Business Banking - QuickBooks

QuickBooks for Windows – Web Connect to Web Connect Conversion
Version - QuickBooks for Windows 2011 - 2014

QuickBooks for Mac– Web Connect to Web Connect Conversion
Version - QuickBooks for Mac 2011 - 2013


Personal Banking - Quicken

Quicken for Windows – Direct Connect to Direct Connect Conversion
Version - Quicken for Windows 2012 - 2014

Quicken Essentials for Mac – Direct Connect to Direct Connect Conversion
Version – Quicken Essentials for Mac 2010

Quicken for Mac – Direct Connect to Direct Connect Conversion
Version - Quicken for Mac 2006 - 2007


Personal Banking - QuickBooks

QuickBooks for Mac– Direct Connect to Direct Connect Conversion
Version - QuickBooks for Mac 2011 - 2013

QuickBooks for Windows – Direct Connect to Direct Connect Conversion
Version - QuickBooks for Windows 2011 - 2014