Quickbooks Clients Digital Banking

The current system will be unavailable beginning Friday, January 16th at 6:00 PM MST.

The new MYFW Digital Business Banking platform is LIVE Tuesday, January 20th at 6:00 AM MST.

We’ve created a detailed checklist to guide you through the full transition, including what to do before launch and how to get started on go-live day.

Below are the key steps to complete before January 16 to ensure a smooth transition.

Confirm Contact Information
Ensure your information is accurate and up to date. You can verify your contact details by:
• Logging in to your current business banking account and reviewing your settings
or
• Contacting your Private Banker directly.

Download Account History
• Export all account history for your records.
• Historical data will not transfer to the new platform. In order to retain your records, please follow this guide.

Download Bill Pay History
• Export all bill pay history for your records.
• Historical data will not transfer to the new platform. In order to retain your records, please follow this guide.

Make Note of Internal Scheduled Recurring Transfers (SRTs)
• Review how your Scheduled Recurring Transfers are currently set up so you can easily rebuild them in the new platform.
• Scheduled Recurring Transfers will need to be reestablished after logging in.

Clean Up ACH and Wire Templates
• Review and document how your current templates and account nicknames are set up so you can easily rebuild them in the new platform if needed.
• Templates will transfer to the new platform; however, you will be required to review and confirm that all information is correct.
• Remove any unused templates to ensure a clean transition to the new platform.
• ACH and wire transfers with an effective date after January 20 will not be processed, and will need to be reestablished in the new platform.

Review Users and Permissions
• Review all active users and their access levels.
• To retain access, inactive users must log in at least once before January 9.
• Users who do not log in will not transfer to the new platform.

Uninstall Remote Deposit Capture Scanner Software
• In the days leading up to conversion weekend, disconnect the check scanner from your computer.
• Uninstall the Remote Deposit Check scanner software from the current (old) banking platform.

View the Checklist

This enhanced platform represents the next generation of digital business banking—combining powerful tools with a modern, intuitive design to make managing your business finances easier, faster, and more secure.

Familiar tools like ACH, wires, and Positive Pay are still here, now with refreshed layouts, enhanced functionality, and added convenience.

You’ll Enjoy: 
• New Mobile app with advanced capabilities and intuitive navigation.
• Biometrics (fingerprint, Face ID) and enhanced administrator access security.
• Unified Account Summary: Link and toggle between personal and business. accounts with one login.
• Easier accounting software integration (e.g., Plaid and QuickBooks)
• Single Sign-On (SSO) for services such as Lockbox, Insured Cash Sweep, and Commercial Credit Cards.