QuickBooks® with Business Online Banking

As a Business Online Banking customer, you can use Web Connect to download your banking transactions into QuickBooks® and manage your finances offline. Adding the Direct Connect service allows you to perform all your Online Banking tasks — including payments and transfers — directly in QuickBooks®.


There are two ways QuickBooks® interacts with your Business Online Banking account:

Web Connect

  • Download transactions manually from your Business Online Banking account and import them into QuickBooks®.
  • No monthly access fees

Direct Connect

  • QuickBooks® will log in to your Business Online Banking to download transactions securely and automatically in a single download.
  • No monthly access fees