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QUICKEN® AND QUICKBOOKS®

Link your Crews Bank account to QuickBooks® or Quicken®

QuickBooks and Quicken are two of the most widely used financial management tools in the world. Both programs come from software developer Intuit, also the owner of popular personal finance management site Mint.com.

Personal-Quicken-Quickbooks

WAYS TO USE YOUR FAVORITE TAX SOFTWARE

  • Web Connect: Download account transactions directly from Online Banking and import them into Quicken.
  • Express Connect: Quicken communicates directly with the bank on your behalf. No need to login to Online Banking and manually download transactions - Quicken does this for you!

The Web Connect and/or Express Connect with Quicken service allows you to conveniently access your accounts directly through your Quicken software to download account activity and complete account transfers.

Payments made within Online Banking Bill Pay will be included in your transaction history once they have cleared your account and will be downloaded to your accounting program for reconciliation purposes.

BANKING MADE EASY

Connecting and Authorizing Accounts for Quicken with Direct Connect

Are you setting up a new connection to Quicken or QuickBooks? Our step-by-step guide can help you.

What do I do if I have duplicate transactions after reactivating Quicken or QuickBooks?

What do I do if I have duplicate accounts after reactivating Quicken or QuickBooks?

What do I do if I have transactions that are downloading into the incorrect account due to activating an incorrect account during reactivation?

Are You Having Trouble Connecting Your Quicken or Quickbooks?

In the event that you are having issues with either Quicken or QuickBooks, contact their customer service at 1-800-466-8848.

See why local businesses choose to work with us.

Oralia Ramirez, Owner of RMZ Realty

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Invest in a better banking experience with Crews Bank & Trust.

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Blog

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