Direct Connect
Connect your accounts in minutes with Direct Connect
Seamlessly sync your accounts with Quicken and QuickBooks for automatic transaction downloads, real-time balance updates and effortless financial management.
Why Use Direct Connect?
- Automatic updates: Your transactions download automatically – no more manual entry.
- Real-time data: See your most current balance and transactions instantly.
- Bank-level security: Direct, encrypted connection keeps your data safe.
- Save time: Spend less time on bookkeeping and more time on what matters.
- Error-free: Eliminate manual data entry mistakes.
- Easy installation: Takes just 5-10 minutes.
Choose Your Setup Guide
Select the guide below that matches your software and operating system:
Need Help?
Our support team is here to assist you every step of the way.
- 📞 Call us at 270.547.2292
- 📧 Email: [email protected]