Business Resources

To make your experience with us as efficient and pleasant as possible, we have compiled the tools below for your reference and use.

 

Share Documents Securely

This file exchange method provides an efficient and secure method to share documents with your banker.
 

Try it now!

Personal Financial Statement

Provide the necessary information on your personal finances for your lender to start the process.
 

Download here

Equipment Valuation Farm

Track your inventory and value of farm equipment and livestock.
 

Download here

Equipment Valuation Commercial

Track your inventory and value of vehicles and commercial equipment.
 

Download here

Customer Authorization Form

Provide approval for your lender to verify information on your application.
 

Download here

Rent Roll Form

Track tenants, terms and vacancy on rental property.
 

Download here

QuickBooks

As we complete our system upgrade, you will need to modify your Quickbooks settings to ensure the smooth transition of your data. Choose the appropriate option below for Intuit Instructions for Online Banking Connections:

QuickBooks-WINDOWS (Web to Direct)

QuickBooks-WINDOWS (Web Connect)

 

QuickBooks-MAC (Web to Direct)

 QuickBooks-MAC (Web Connect)

QuickBooks-ONLINE

 


Quicken

As we complete our system upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data. Choose the appropriate option below for Intuit Instructions for Online Banking Connections:

Quicken-WINDOWS (Express Web to Direct)

Quicken-WINDOWS (Express Web)

Quicken-WINDOWS (Web to Direct)

Quicken-WINDOWS (Web Connect)

 

Quicken-MAC 15-17 (Express Web to Direct)

Quicken-MAC 15-17 (Express Web)

Quicken-MAC 15-17 (Web Connect)

Quicken-MAC 15-17 (Web to Direct)

Quicken-MAC 2007 (Web to Direct)

Quicken-MAC 2007 (Web Connect)

 


Mint

As we complete our system upgrade, you will need to modify your Mint settings to ensure the smooth transition of your data. Choose the file below for information on Online Banking Connections:

Mint-mint.com (Conversion Information)