Supporting FI Search

Account access methods

There are two ways Financial Institutions support account access:

Use Direct Connect to access your account information, pay bills, transfer money and send other instructions to your institution right from within Quicken or QuickBooks. Specific services may vary by institution.

Use Web Connect to automatically enter transactions and update balances in Quicken and QuickBooks simply by logging on to your financial institution's web site and clicking the "Download to Quicken" or "Download to QuickBooks" button.

Connectivity support

Find out if your bank supports direct or web connect by selecting one of the following products.

Quicken Windows 2018
Quicken Mac 2018
QuickBooks Windows 2018
QuickBooks Mac 2018