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.   

 

Florida Shores Bank Quicken® and QuickBooks® Conversion Guides

In order to ensure a smooth transition of your Intuit products from the Florida Shores Bank system to Stonegate Bank, you will need to take specific actions in the appropriate instructions below prior to 4:00 pm EST Friday, April 25, 2014.  It is critical that your transactions are downloaded prior to the conversion as only 30 days of history will be available after conversion.  Prior to Friday, April 25, you will need to deactivate your accounts, within your Intuit product, from Florida Shores Bank.  On or after Monday, April 28, 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. You will be able to switch to Direct Connect, if desired, after re-establishing your Web Connect service.    Please carefully select the correct 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 in Quicken for Windows known as Express Web Connect will not be active for 2-3 business days after the conversion is complete.

Web Connect users wishing to connect with Web Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Mac 2006-2007

Quicken for Windows 2011-2014

QuickBooks for Mac 2011-2013

QuickBooks Windows 2011-2014

Express Web Connect users wishing to connect with Express Web Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Windows 2011-2014

Web Connect users wishing to connect with Direct Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Mac 2006-2007

Quicken for Windows 2011-2014

QuickBooks for Mac 2011-2013

QuickBooks for Windows 2011-2014

Express Web Connect users wishing to connect with Direct Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Windows 2011-2014

Web Connect users wishing to connect to Express Web Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Windows 2011-2014

Express Web Connect users wishing to connect to Web Connect after conversion:

Quicken Essentials for Mac 2010

Quicken for Windows 2011-2014

 

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