Resource center
Resource Categories
Settings
1 - 5 of 5 resultsSetting up express web connect access for quickbooks and quicken
Resource Library Category (Digital Banking)Instructions for setting up Express Web Connect with Quicken and QuickBooks.
Setting up web connect access for quickbooks and quicken
Resource Library Category (Digital Banking)Instructions for initiating Web Connect export to Quicken and QuickBooks.
Setting up direct connect access for quickbooks and quicken
Resource Library Category (Digital Banking)Instructions for requesting DirectConnect access for QuickBooks and Quicken.
How to update contact information
Resource Library Category (Digital Banking)Use the Contact Preferences feature to update your primary contact information and change your address. *Private Client Edition Only*
Updating your Intuit Connections to Digital Banking
Resource Library Category (Digital Banking)Review the instructions for how to convert your Quicken, Quickbooks and Mint.com connections to the new Digital Banking platform.