What is Direct Connect?
- Save time and improve efficiency by managing and downloading all bill payments directly from QuickBooks® or Quicken®.
- Transfers funds from one HomeStreet Bank account to another using QuickBooks® or Quicken®.
- Direct Connect files can be automatically opened from within QuickBooks® or Quicken®.
- Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- Direct Connect enrollments are subject to bank review and approval.
- See our "Getting Started" guides for more information: QuickBooks for Mac | Quickbooks for Windows | Quicken for Mac | Quicken for Windows
Once your enrollment has been completed you will receive your credentials via email within 3-5 business days.
Why use Direct Connect?
- Easy to Use
- Automatic Data Reconciliation
- No Manual Data Entry
- No Duplicate Transactions
- Bill Pay Services
- Internal Account Transfers