Quicken and QuickBooks
Welcome to OceanFirst Bank.   As a user of Quicken or QuickBooks,  please be aware of these key steps and dates as you prepare for the transition to OceanFirst systems. 
 

Back up your data and download the latest Quicken/QuickBooks update as applicable.
Before June 8th 2018 at 3pm, connect to Sun Bank for a final download.
On or after June 11th 2018 disconnect your Sun Bank accounts.
On or after June 11th 2018 connect your OceanFirst Bank accounts.

Conversion instructions regarding the above steps are provided to help ensure a smooth transition.  For details, please click on the appropriate link below.  Please note that Direct Connect will be available to Online Banking users, while Web Connect and Express Web Connect will be available to business banking customers using Cash Management. 

Online Banking Users:

Quicken for Mac 2007 Web Connect to Web Connect
Quicken for Mac 2007 Web Connect to Direct Connect
Quicken for Mac 15-17 Web Connect to Web Connect
Quicken for Mac 15-17 Web Connect to Direct Connect
Quicken for Mac 15-17 Express Web Connect to Express Web Connect
Quicken for Mac 15-17 Express Web Connect to Direct Connect
Quicken for Windows Web Connect to Web Connect
Quicken for Windows Web Connect to Direct Connect
Quicken for Windows Express Web Connect to Express Web Connect
Quicken for Windows Express Web Connect to Direct Connect
QuickBooks for Mac Web Connect to Direct Connect
QuickBooks for Windows Web Connect to Direct Connect

 

Cash Management (Business Banking) Users:
QuickBooks for Windows Web Connect to Web Connect
QuickBooks for Mac Web Connect to Web Connect

 

Online Banking and Cash Management (Business Banking) Users:
Post Conversion Help Guide
QuickBook Online Edition Conversion Information

 

Mint Users
On or after June 11th 2018, you will have to create a new profile for “OceanFirst Bank” or “OceanFirst Online - Business Banking.”
Mint Conversion Information