Direct Connect with Quicken®
Improve your money management by integrating with Quicken® and QuickBooks®.
With Direct Connect, you can integrate your Jefferson Bank Checking Accounts with software programs, such as Quicken® and QuickBooks®
- Download your current balances and transactions for all checking, savings, and money market accounts
- Initiate transfers within the accounting software and then transmit these transactions securely to the bank for processing
- Reconcile your accounts from one convenient location.
It’s easy. To get started, you’ll need the following:
- Current year’s version or two prior years of Quicken® or QuickBooks®
- Internet Access
- BusinessLink User ID and Password
Have questions on how to use Quicken or QuickBooks? Give us a call or visit the links below for Online Support.
Support for Quicken
Online Support for QuickBooks
