QUICKBOOKS DIRECT CONNECT® IS NOW AVAILABLE!
BankFIRST now offers Direct Connect to download account information into Quickbooks® - the easiest way to organize your personal finances.
- No manual data entry - Once you're set up, you can download all your transactions right into Quickbooks® - instead of typing them in by hand.
- Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- No duplicate transactions - Direct Connect incorporates a special transaction matching algorithm that prevents the download of duplicate transactions.
- Easier to use - Direct Connect files may be automatically opened from within Quickbooks® - eliminates the need for you to search for files that have been downloaded.
To access Direct Connect from our system, you must first "deactivate" your account and then "reactivate" (within your software program) according to the listed instructions. Please click on the link that is appropriate to your specific software needs.
What you need to get started:
First, you will need to enroll in business online banking.
If you are a bank business customer, you may enroll by visiting your local branch. Quicken users may use Quicken Direct Connect, for more information click here
Once you have your customer ID and password, you are ready to enable your accounts in Quickbooks ®.
For questions on using Intuit software:
For technical assistance in using Quickbooks please visit Intuit's product support pages...