Main

Direct Connect

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.

Tip Icon

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 it easy to get connected with Direct Connect. We're happy to help your company get started today.

Contact Us