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Direct Connect



We are excited to now offer Direct Connect for QuickBooks® & Quicken®, which gives you the power to manage your business more effectively by syncing account information directly.

  • No manual data entry - Once you're set up, you can download all your transactions right into QuickBooks & Quicken - instead of typing them in by hand.

  • Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.

  • No duplicate transactions - Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.

  • Transfer funds - Direct Connect lets you transfer funds between your Central Bank accounts right from QuickBooks & Quicken. (Currently this option does not work on a Mac device.)

  • Easier to use - Direct Connect files may be automatically opened from within QuickBooks & Quicken, which eliminates the need for you to search for files that have been downloaded.

You will need to modify your QuickBooks or Quicken settings to ensure the smooth transition of your data. For more information, please download our step-by-step instructions found below:

 

QuickBooks Modification

Quicken Modification


If you need any assistance, give us a call at 832.485.2555 or click here to contact us.