Quicken/QuickBooks Migration Instructions

Prepare for the changes ahead by downloading your account transactions and modifying your settings.


Xenith Bank is in the process of combining with Union Bank & Trust. Quicken and QuickBooks users will need to reconnect their accounts. No account history will be lost. Please download and follow the migration instructions for your product from the lists below to ensure a smooth transition.

As a reminder, if you or your business is located in Virginia or Maryland, you will bank under the Union Bank & Trust name. If you or your business is located in North Carolina, you will continue to bank under the Xenith Bank name.

Personal Account Instructions

Please note:

  • Pre-conversion activities should be completed between Friday, May 25 at 8 a.m. (ET) and 6 p.m. on Saturday, May 26.
  • Post-conversion steps may be completed on or after May 29.

Business Account Instructions

Please note: Express Web Connect for QuickBooks Online will not be available until 6/5/18. In the interim, you can download a file from Business eBanking then upload it through QuickBooks Online manually. We apologize for the inconvenience.

Please note:

  • Pre-conversion activities should be completed before Friday, May 25 at 3 p.m. (ET).
  • Post-conversion steps may be completed on or after May 29.

Important Dates

May 24

ATM functionality will be limited

Access to existing Xenith Bill Pay will no longer be available

IMPORTANT NOTE:
All previously scheduled payments will be made as you instructed.

3 p.m.
Xenith Online Banking goes in to view-only mode (no transfers, alerts/preference edits, etc.)

May 25

Branches will close at their normally scheduled time

3 p.m.
Telephone Banking will be in inquiry-only mode

6 p.m.
Xenith Customer Solutions Center will close

May 26

Xenith Branches will not be open

Telephone Banking will not be available

May 27

Last day to log in to the current Xenith Online Banking (view-only)

5 p.m.
Customers can access the new Xenith Telephone Banking and create new PINs

May 28

8 a.m - 8 p.m.
The new Xenith Customer Contact Center will be available to assist all customers

Access to Xenith Online Banking and Mobile App is available

May 29

Branches open

May 31

Bill Pay history available

IMPORTANT NOTE:
All payments calculated on the old Xenith platform, including those dated through May 31st, will not be viewable until this date. However, they will be processed as you instructed.

May 15

Preview period on Business eBanking through May 25th

May 24

Your existing Xenith Bill Pay will no longer be available

ATM functionality will be limited

May 25

Branches will close at their normally scheduled time

3 p.m.
Xenith Online Banking, Mobile Check Deposit and Remote Deposit Capture will no longer be available
- Telephone Banking will be in inquiry only mode

6 p.m. 
- Xenith Customer Solutions Center will close
- Telephone Banking will not be available

May 26

Xenith Branches will not be open

May 27

5 p.m.
- Customers can access the new Xenith Telephone Banking and create new PINs

May 28

Xenith Customer Support will be available to assist all customers from 8 a.m. to 8 p.m.

May 29

Access to Xenith's new Business eBanking, Mobile App and ATMs is available

Branches reopen