Quicken® & QuickBooks®
Quicken® and QuickBooks® financial management software provide the tools and services to help you stay on top of your finances and do more with your money.
For step-by-step instructions on how to set up Quicken, click LEARN MORE.
Action Needed for Current BancorpSouth Customers:
With the launch of the new look and feel of BancorpSouth / the new Cadence Online and Mobile Banking, Quicken and QuickBooks users will need to take action to continue using these services. To ensure a smooth transition, please review the important dates and actions needed below based on the service(s) you use.
Quicken and Quickbooks Direct Connect and Web Connect Users
Update - Action is no longer required at this time
Quicken Express Web Connect and Quickbooks Online Express Web Connect Users
| Oct. 4, 2022 |
On or before this date, complete a data file backup and a final transaction download. |
|---|---|
| On or after Oct. 5, 2022 |
If you are prompted with a download error, review the applicable Deactivate/Reactivate Instructions below to ensure your service is set up with the new connection. This should take 15–30 minutes. To complete these instructions, you will need your login credentials for online banking. |
All other aggregation services (such as Mint, Plaid, Finicity, Yodlee, etc.)
| Oct. 4, 2022 |
On or before this date, complete a data file backup and a final transaction download.
|
|---|---|
| Oct. 10, 2022 |
Deactivate/reactivate the financial app connection with the new Cadence Online and Mobile Banking. For instructions on how to complete these steps, please refer to the aggregation app provider. |
If you have questions, please Contact us or visit the BancorpSouth Integration Resource webpage for more information.
Action Needed for Current Cadence Customers:
To prepare for the system integration over the weekend of October 7, 2022, current Cadence Bank customers with Quicken or QuickBooks linked to Cadence Online Banking must follow the steps below to continue receiving financial information.
Quicken and Quickbooks Users
| On or before Oct. 4, 2022 |
|
|---|---|
| On or after Oct. 10, 2022 |
|
All other aggregation services (such as Mint, Plaid, Finicity, Yodlee, etc.)
| On or before Oct. 4, 2022 |
Complete a data file backup and a final transaction download. |
|---|---|
| On or after Oct. 10, 2022 |
Deactivate/reactivate the financial app connection with the new Cadence Online and Mobile Banking. For instructions on how to complete these steps, please refer to the aggregation app provider. |
Visit the Cadence Integration Resource webpage.
Deactivate / Reactivate Instructions
Customer Service
If you have any questions, please contact Customer Service at 888-797-7711 or 800-636-7622.
| Regular Service Hours: Monday-Friday 7:00 a.m. - 8:00 p.m. CT Saturday 7:00 a.m. - 5:00 p.m. CT |
Integration Weekend Hours: Saturday, Oct. 8, 2022, from 6:00 a.m. to 6:00 p.m. CT Sunday, Oct. 9, 2022, from 11:00 a.m. to 6:00 p.m. CT Monday, Oct. 10, 2022, from 6:00 a.m. to 9:00 p.m. CT |
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Getting Started
Getting Started
Quicken for Windows
Please note: This can also be caused by a preference that is available in Quicken for Windows, "Automatically add downloaded transactions to register."
- If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting.
- If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time.
Quicken for Mac
- If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting.
- If the transactions have already been accepted to the register, they can be deleted one by one from the register.
QuickBooks for Windows or Mac
- If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting.
- If the transactions have already been accepted to the register, restore a backup file and follow the deactivation/reactivation process again.
