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How to fill out the Intuit OFX Service Change Request online
The Intuit OFX Service Change Request is a crucial document for users seeking to update their financial institution's online connectivity services. This guide will provide you with a clear, step-by-step approach to filling out the form online, ensuring you have all necessary information at hand.
Follow the steps to successfully complete the OFX Service Change Request form.
- Press the ‘Get Form’ button to obtain the form and access it in your chosen document editor.
- Begin by entering your financial institution's identifying information. Fill in the contact name, FDIC Cert or NCUA number, phone number, email address, and company name in the designated fields.
- Next, provide the OFX service provider's identifying details, including contact name, phone number, email, and company name.
- In the 'About Your Project: Solution Information' section, list the current financial institution names as they appear in Quicken and QuickBooks. If you have the BID numbers, enter them here as well.
- Indicate the future financial institution names and BID numbers if they are changing. If not, simply enter 'Same.'
- Detail the products your financial institution currently supports with OFX and what they will support after the change.
- Select the types of connectivity that your financial institution will support after the change. This includes options like Quicken for Windows, Quicken for Mac, and QuickBooks.
- Identify the OFX services that are currently supported and those that will be supported post-change. This includes banking, investment accounts, and bill payment services.
- Answer the question regarding any changes to FITID values for historical transactions that users can access prior to your conversion date.
- In the 'General Information' section, check all items that will be changing. Include relevant dates for the change and deactivation of the current system or connectivity.
- Select how you will notify customers about required actions to maintain connectivity, including email notifications, web updates, or postal mail.
- Indicate how many days of historical transaction data you will need to migrate to the new system.
- Fill out the test account information for the new platform or system, including customer/user ID, PIN/password, and answers to multi-factor authentication questions.
- Provide details in the Direct Connect information section. Indicate the amount of history that will be downloaded during the first OFX server download, and whether registration is required for Direct Connect.
- Answer whether the payment processing model will change on the new system and prepare for any discussions with your Technical Projects Manager concerning the management of payment emails and scheduling.
- Finally, include any additional information or details that may be relevant to your OFX service change request.
- Once you have reviewed your entries, you can save your changes, download, print, or share the completed form as needed.
Begin completing your Intuit OFX Service Change Request online today for a smooth transition.
Related links form
A QuickBooks OFX file is a specific format used to outline financial transactions, making it easier to import data into QuickBooks. This file format contains transaction details, including date, amount, and type, which simplifies the record-keeping process. Therefore, when you handle an Intuit OFX Service Change Request, you facilitate smoother data uploads and enhance your financial management.