Web Connect & Direct Connect
We offer Web Connect and Direct Connect to download account information into Quicken or QuickBooks, which gives you the power to manage your finances more effectively.
Log onto your online banking account to quickly and easily download account balances and transactions into Quicken or QuickBooks using Web Connect. You can also upload bank information while logged into Quicken or QuickBooks by using Direct Connect.
No Manual Data Entry
Download all your transactions right into Quicken or QuickBooks – instead of typing them in by hand.
Automatically Reconcile Data
Data includes complete transaction and balance information to make categorization and account reconciliation easy.
No Duplicate Transactions
Incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
Easier To Use
Files may be automatically opened by Quicken or QuickBooks directly from the our website, which eliminates the need to search for files that have been downloaded.
Automatic Account Setup
Simply initiate a download to Quicken or QuickBooks from our website, and QuickBooks sets up your accounts for you – with your data already up to date. (Web Connect only).