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Quicken & QuickBooks

Instructions for Intuit Finance Software Users:

Customers using Quicken or QuickBooks should follow the instructions in the documents provided below. Please take note of the dates indicated to ensure the smooth transition of your data. Follow the instructions exactly as presented so that your service continues to function properly.

How do you connect?

Express Web Connect - EWC is a one-way connection. Automatically download transactions from the bank. Quicken cannot affect your transactions in any way.

Direct Connect - DC is a two-way connection. Pay bills and transfer money directly from Quicken and automatically download transactions from the bank.

Web Connect - WC is a one-way connection. Manually download a file from the bank to update your transactions and account balances.

Please select the instructions that match your software and download preference.

QuickBooks UsersQuicken Users
Quickbooks OnlineMac-Direct Connect
Mac-Web ConnectMac-Web Connect
Mac-Web Connect to Direct ConnectWindows-Direct Connect
Windows-Web ConnectWindows-Web Connect
Windows-Web Connect to Direct ConnectWindows-ExpressWeb Connect to Web Connect

Intuit Support

For information about your software, please contact Intuit.

Quicken

Visit www.quicken.com/support or call 650-250-1900.

QuickBooks Desktop Support

Need to speak to a live person:

  1. From your QuickBooks Desktop account, click the "Help" menu at the top.
  2. Click the "QuickBooks Desktop Help" menu and select "QuickBooks Desktop Help".
  3. Provide us with some information about this concern in the search box.

QuickBooks Online Support

quickbooks.intuit.com/global/contact

QuickBooks Enterprise Support

quickbooks.intuit.com/priority-circle/enterprise-support-directory