Forms and Applications

For your convenience, commonly used forms and applications are provided below. Simply print the document you need, complete, and return to the bank. For your protection, please do not send confidential information via unsecured e-mail.

Community Bank of Broward Quicken® and QuickBooks® Conversion Guides

In order to ensure a smooth transition of your Intuit products from the Community Bank of Broward system to Stonegate Bank, you will need to take specific actions in the appropriate instructions below prior to 4:00 pm EST Friday, April 10, 2015. It is critical that your transactions are downloaded prior to the conversion as there may be a limited amount of history available after conversion. Prior to Friday, April 10, 2015, you will need to deactivate your accounts, within your Intuit product, at Community Bank of Broward. On or after Monday, April 13, 2015, you will have the ability to reactivate your service with Stonegate Bank using the additional instructions in the appropriate guides below. Stonegate Bank offers both Web Connect and Direct Connect connectivity. Please carefully select the guide below based upon which operating system you use (Windows or Mac), as well as the version of Quicken or QuickBooks you utilize.

Important Notes:

  • To avoid duplicate transactions, please take care not to overlap transactions in your download.
  • The aggregation feature will be interrupted for 3-5 business days after the conversion is complete. Users are encouraged to download a QFX/QBO file during this outage. The following services will not work during this outage:

o Quicken Win/MAC Express Web Connect

o QuickBooks Online (QBO)

o Mint do not open Mint for 3-5 business days after the conversion to ensure the Mint

product is properly updated.

QuickBooks Users

QuickBooks for Windows 2012 - 2015: Direct Connect

QuickBooks for Mac 2012 - 2015: Direct Connect

QuickBooks Online Edition: Express Web Connect

Quicken Users

Quicken for Windows 2012 - 2015: Direct Connect

Quicken for Windows 2012 - 2015: Express Web Connect

Quicken Essentials for Mac 2015: Direct Connect

Quicken Essentials for Mac 2015: Express Web Connect

Quicken for Mac 2006 - 2007: Direct Connect