QUICKBOOKS & QUICKEN CONNECT FEATURES

We communicate with your accounting software.

Web Connect allows you to download transactions from your checking or savings accounts directly from our online banking platform and upload it to your accounting software. File export options include Quicken (QFX), QuickBooks (QBO), Microsoft (OFX), and an Excel spreadsheet in CSV or XLS Format.

No manual data entry – You can download a File from our online banking platform and sync your account details for use in Quicken or QuickBooks.
Account reconciliation assistance– Complete transaction and balance information make account reconciliation easy.
Prevent Duplicating transactions – A special transaction matching algorithm helps prevent duplicate transactions.

*Subject to additional terms and conditions and/or credit approval as applicable and/or fees.