Concierge Online Banking: Quicken® Direct Connect

BankFIRST now offers Quicken Windows Direct Connect and MAC Web Connect to download account information into Quicken® - 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 Quicken® - 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 Quicken® - eliminates the need for you to search for files that have been downloaded.

To access Direct Connect 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.

Quicken Windows 2012-2014

 

 

What you need to get started:

First, you will need to enroll in personal online banking.

If you do not have BankFIRST Internet Banking, and you are a personal bank customer you may enroll for our free online service from the homepage.

Once you have your customer ID and password, you are ready to enable your accounts in Quicken ®.

For questions on using Intuit software:

For technical assistance in using Quicken or Quickbooks please visit Inuit's product support pages...

Quicken Support
Quickbooks® Support
Quicken: 800-811-8766