Quicken Information

Important Quicken and QuickBooks Updates

 

Important Information Regarding Online Banking Conversion

The following documents contain information about your initial login after conversion, changes in services, FAQs, and contact information should you require assistance.

 

Cash Management Customers:

Please Note:

Our financial institution uses Web Connect for Quicken/Quickbooks. Web Connect is simply a way to download your transactions from our website and import them into Quicken or Quickbooks. There is no real communication going on between your Quicken/Quickbooks software and our bank.

 

Import a web connect file into QuickBooks Desktop

This article describes how to import online transactions using web connect files.
 
  1. Download the Web Connect file from the financial institution. This file will have a QBO extension.
  2. In QuickBooks, go to the File menu, then click Utilities> Import> Web Connect Files....
  3. Select the QBO file you saved in Step 1 and then click Open.
  4. When prompted to Select Bank Account:
    1. If the account is already setup, click the Use an existing QuickBook account radio button, then from the drop-down, select the appropriate bank account.
    2. If it is not, click the Create a new QuickBooks account radio button and enter the bank account name.
  5. Click Continue.
  6. When the import is complete, go to the Bank Feeds Center to review your transactions.