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Direct Connect

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 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.

Once your enrollment has been completed you will receive your credentials via email within 3-5 business days. 

For assistance with Direct Connect please call Customer Support: 800-719-8080.

Why use Direct Connect?

Convenient

  • Easy to Use
  • Automatic Data Reconciliation

 

Simple

  • No Manual Data Entry
  • No Duplicate Transactions

Central

  • Bill Pay Services
  • Internal Account Transfers

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