ATTENTION QUICKBOOKS AND QUICKEN USERS
We are making changes to your QuickBooks or Quicken software on Retail Online, so please take action to ensure a smooth transition. Conversion instructions are available below.
1st Action Date: May 10, 2022
A data file backup and 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: May 11, 2022
This is the action date for the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your banking connection to ensure that you get your current Quicken or QuickBooks accounts set up with the new connection.
Conversion instructions
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 (515) 597-2992
Handle Your Banking from Anywhere
Life gets hectic. We get it. That’s why we offer a variety of online and mobile banking services – so you can easily bank from virtually anywhere you have internet access.
Zelle®
Introducing Zelle®! Review the FAQ's here and tutorial video below.
Online Banking Services
If you have an internet connection on your laptop or desktop computer, you can use South Story Bank & Trust online banking services to get several tasks safely done. With online banking, you can:
- Monitor account activity
- Transfer funds between your accounts
- Set up one-time or recurring payments using Online Bill Pay
- Sign up for and access your monthly E-Statements. (Secure. Fast Access. Eco-friendly.)
- Set up account alerts to receive instant messages
Enroll in Online Banking today! Online Banking Instructions!
E-statements
Enroll in E-statements today and help save the planet! E-statements allow you to get notified of your banking activity digitally.
Enroll in Online Banking today!
Online Bill Pay
Don’t waste money on stamps and envelopes to pay your bills! Our Online Bill Pay tool is part of our online banking platform, and allows you to:
- Set up one-time or recurring payments
- Add as many bills as you want at any time
- Set your payment date
Mobile Banking
Very few of us go anywhere without our smartphones these days. With Mobile Banking from South Story Bank & Trust, you can get your banking business done from anywhere you have internet access. You can:
- Check your balance
- View account transaction history
- Pay bills
- Transfer funds
- Deposit eligible checks
- Enroll through the mobile app
- Change and reset passwords
- Add email address
Mobile Deposit
Follow these easy steps for a free*, easy, and convenient way to deposit checks!
Download the SSBT app today.
See your wireless service provider for additional fees regarding the usage of your mobile devices.
*The SSBT app is free, but the standard rates and fees may apply from your wireless carrier.
