Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.
Searching... 
Resource center
Resource Categories
Settings
1 - 5 of 5 resultsSetting up express web connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
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 (Boston Private))
Instructions for initiating Web Connect export to Quicken and QuickBooks.
Setting up direct connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
Instructions for requesting DirectConnect access for QuickBooks and Quicken.
Corporate account list
Resource Library Category (Digital Banking (Boston Private))
The Account List feature offers an easy to use interface that enables you to dynamically manage your preferred view. Read more about it here.
How to update contact information
Resource Library Category (Digital Banking (Boston Private))
Use the Contact Preferences feature to update your primary contact information and change your address. *Private Client Edition Only*