HomeStreet Bank now offers Direct Connect to download account information into QuickBooks® or Quicken® which gives you the power to manage your business or personal finances more effectively.
To Get Started
- No Manual Data Entry - Once you're set up, you can download all your transactions right into QuickBooks® or 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.
- Easier to Use - Direct Connect files may be automatically opened from within QuickBooks® or Quicken®, which eliminates the need for you to search for files that have been downloaded.
- Bill Pay Services – Save time and improve efficiency by managing bill payments directly from QuickBooks® or Quicken®.
- Internal Account Transfers – Enjoy the ability to transfers funds from one HomeStreet Bank account to another using QuickBooks® or Quicken®
First, you will need to enroll in Direct Connect with HomeStreet Bank Please use the link below.
Click here to enroll.
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 1-800-719-8080 (TTY/TDD 1-855-584-0265).
Direct Connect enrollments are subject to bank review and approval.