QuickBooks and Quicken Users
Preparing for Clear Mountain Bank's New Digital Banking Conversion
Attention QuickBooks and Quicken Users
Clear Mountain Bank is migrating to a new online and mobile banking system on October 7th, 2025. This upgrade will require that you make changes to your QuickBooks or Quicken software, so please take action to ensure a smooth transition.
Please note that the bank’s online and mobile banking services will be unavailable between October 3-October 7. Please carefully review the information below and take necessary action steps.
Please contact Clear Mountain Bank with any questions by calling 304-379-2265.
1st Action Date
Friday, October 3, 2025
Before 6:00 p.m.
A data file backup and a final transaction download should be completed by this date. Please make sure to complete the final download before this date since transaction history might not be available after the upgrade.
2nd Action Date
Tuesday, October 7, 2025
This is the action date for the remaining steps on the conversion instructions, which are provided below. You will complete the deactivation/reactivation of your online banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Conversion Instructions
After Conversion
After you complete the conversion instructions and migration, please carefully review your downloaded transactions to ensure no transactions were duplicated or missed on the register.
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
