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Important Updates
to Direct Connect

Direct Connect is being discontinued on October 30, 2026.

Direct Connect is being discontinued on October 30, 2026.

Due to recently announced changes from Intuit®, Direct Connect will be discontinued on October 30, 2026. Intuit®, which provides connectivity services for QuickBooks® and Quicken®, is retiring its desktop products.

If you are currently using Direct Connect, this connection will no longer be supported after the discontinuation date. We recommend transitioning to Express Web Connect, a supported connection method, before October 30 to avoid interruption and gain continued access to transaction downloads.

Direct Connect Replacement Options

Action required: Choose a new connection method.

Current Direct Connect users must transition accounts to one of the available connection methods below before October 30, 2026, to avoid interruption in transaction downloads.
Express Web Connect (Recommended)
  • Allows for retrieval of transactions automatically
  • No manual imports or file downloads
  • Works with Quicken® and QuickBooks Online®
Web Connect (Manual Download)
  • Import manual downloads from Online Banking into your software
  • Works with Quicken®, QuickBooks Desktop® and QuickBooks Online®
  • Supports .QFX (Quicken®) and .QBO (QuickBooks®) files

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.


How to Connect Using Web Connect (Manual Download)

Step 1: Download transactions from Online Banking.

1. Sign in to Online Banking.
2. Open the account you want to export.
3. Select Download Transactions or Export.
4. Choose the correct file format:
    a. Quicken®: .QFX
    b. QuickBooks Desktop®/Online®: .QBO
5. Save the file to your computer.

Step 2: Import into your financial software.

1. Open Quicken®.
2. Go to File > File Import > Web Connect (.QFX) File.
3. Select your file.
4. Link to an existing account or create a new one.

QuickBooks Desktop®

1. Open QuickBooks Desktop®.
2. Select File > Utilities > Import > Web Connect Files.
3. Choose your .QBO file.
4. Select the QuickBooks® account.
5. Review and categorize transactions.

QuickBooks Online®

1. Sign in to QuickBooks Online®.
2. Go to Banking.
3. Click Upload from file.
4. Choose your .QBO file.
5. Select the QuickBooks® account.
6. Complete the import.


We’re here to help.

If you have any questions or need assistance transitioning your accounts to an available connection method, please call 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT or click below to schedule an appointment. 

Direct Connect Discontinuation FAQs

Direct Connect is being discontinued due to changes announced by Intuit®, which provides connectivity services for QuickBooks® and Quicken®. Direct Connect only works with desktop accounting software, and those desktop products are being retired. This change applies to customers currently using Direct Connect with Quicken® or QuickBooks® desktop software. As this legacy technology is phased out, Direct Connect will no longer be supported after October 30, 2026.

As we transition away from Direct Connect, we support modern connection methods that align with industry standards in order to support our clients. To continue downloading transactions without interruption, we highly encourage Direct Connect users to switch to Express Web Connect.

We recommend Direct Connect users switch to a supported connection method — Express Web Connect (recommended) or Web Connect (manual download) — before October 30, 2026, to avoid interruptions in transaction downloads.

New enrollments for Direct Connect will end April 30, 2026, but existing users may continue using the service until it is discontinued.

After October 30, 2026, transaction downloads through Direct Connect will no longer be available. If no action is taken, your accounts will stop updating automatically through Direct Connect. To continue downloading transactions, you’ll need to switch to a supported connection method, such as Express Web Connect or Web Connect before that date.

Direct Connect links your Quicken® and QuickBooks® financial management software (“Software”) directly with your Amegy Bank accounts, allowing you to download transaction activity, initiate transfers between accounts and pay bills using the Software’s bill pay feature.

Direct Connect is offered separately from Digital Banking. However, you must first enroll in Digital Banking to set up or enroll in Direct Connect. In Direct Connect we can (i) properly identity you; (ii) capture your Direct Connect selections, such as designating the accounts you wish to link to your Software, or select features you wish to use (e.g. Direct Connect with Bill Pay); and (iii) provide you with your Direct Connect Customer ID and temporary password to link your accounts with Quicken® or QuickBooks®.

Enrollment in Digital Banking will not automatically suppress paper statements. For details on how to “Go Paperless,” please see your Digital Banking Services Agreement. To make changes to your Direct Connect service after completing your enrollment, please contact the Customer Care Center. See your Direct Connect Service Agreement for details.

All supported versions of Quicken® and QuickBooks® can use Direct Connect. Support for importing transactions typically only goes back three years.

The routing number is 113011258. Your Customer ID was provided to you at the time of enrollment. If you have forgotten or misplaced this info, please call us at 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT.

The information in Direct Connect is updated every morning with activity from the previous day. Transactions can be downloaded Tuesday–Saturday. Direct Connect will only download items posted to accounts and won't show any pending items.

Consumer: Please see the Schedule of Fees in the Agreement Center.

Business: For fees, contact Online Banking at 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT.

The monthly fees for Consumer and Business Direct Connect include the optional Bill Pay service, which allows you to make an unlimited number of bill payments at no additional cost. Software for Direct Connect is not provided by Amegy Bank and must be purchased prior to using this service.

Contact Online Banking at 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT. We can reset your password over the phone.

If you experience difficulty related to your Amegy Bank accounts, call Online Banking at 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT. For all other technical support, you'll need to contact the program manufacturer.

Visit our Digital Banking Learning Center to explore digital tours for popular services and features in Digital Banking.

If you need additional assistance, please call 888-500-2960, Mon - Sat, 7:00 a.m. - 10:00 p.m. CT.

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