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Direct Connect

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Incorporate QuickBooks & Quicken into Your Day-to-Day with Direct Connect.

Central Bank is excited to offer Direct Connect, a secure link between your account information and QuickBooks® or Quicken® software. By syncing your accounts with Direct Connect, you ensure the right information and funds are in the right places — while cutting down on confusion and time-consuming tasks. Benefits of incorporating Direct Connect into your business’ daily activities include:

  • No Manual Data Entry: Once you're set up, you can download your transactions right into QuickBooks and Quicken, instead of typing them in by hand.
  • Automatically Reconciled Data: Direct Connect data includes complete transaction and balance information, making categorization and account reconciliation easy.
  • No Duplicate Transactions: The Direct Connect interface incorporates a special transaction-matching algorithm which prevents the download of duplicate transactions.
  • Easy Fund Transfer: Direct Connect allows you to transfer funds between your Central Bank accounts, right from QuickBooks and Quicken. (Currently this option does not work on a Mac device.)
  • Ease of use: Direct Connect files may be automatically opened from within QuickBooks and Quicken, eliminating the need to search for downloaded files.




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Central Bank Pro Tip

In order to make the most of Direct Connect — and ensure smooth data transition — you must update your settings within QuickBooks or Quicken. Download our step-by-step instructions for Windows users here!

 

 

Have Questions?

Central Bank makes getting started with Direct Connect a breeze.

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