How to Connect Using Express Web Connect
Quicken® (Windows & Mac)
1. Open Quicken®.
2. Select Tools > Add Account (Windows) or Accounts > New (Mac).
3. Choose your account type.
4. Search for your bank.
5. Select Express Web Connect if prompted.
6. Enter your Online Banking username and password.
7. Choose the accounts you want to link.
QuickBooks Desktop®
(Note: Intuit® has discontinued most Desktop editions: only Enterprise remains fully supported.)
1. Open QuickBooks Desktop®.
2. Select Banking > Bank Feeds > Set Up Bank Feeds for an Account.
3. Search for your bank.
4. Enter your Online Banking credentials.
5. Select the account to link.
6. Complete setup to begin automatic downloads.
QuickBooks Online®
1. Sign in to QuickBooks Online®.
2. Go to Banking on the left menu.
3. Click Link account.
4. Search for your bank.
5. Enter your Online Banking login.
6. Choose the accounts you want to connect.
7. Click Connect.