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

QuickBooks    quicken-home-business

Contact a business banking representative at (573) 634-0888 or stop by any location for your one-on-one financial review.

GET STARTED TODAY