IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
Ensure you associate the account to the appropriate account already listed in Quicken. Type your Direct Connect User ID and Password and click Connect. If presented with the Select Connection Method screen, select Direct Connect. Enter Chesapeake Bank in the search field, select the name in the list and click Next. Use Advanced Setup to activate your account. In the Account Details dialog, click on the Online Services tab. Click the Edit button of the account you want to activate. TASK 3: Reconnect Accounts to Chesapeake Bank on or after Repeat steps for each account to be disconnected. Remove the financial institution name and account number. Follow the prompts to confirm the deactivation. In the Account Details dialog, click on the Online Services. Click the Edit button of the account you want to deactivate. TASK 2: Disconnect Accounts in Quicken on or after Search for Update Software and follow the instructions. For instructions to download an update, choose Help menu > Search. Search for Backing Up Your Data and follow the instructions. For instructions to back up your data file, choose Help menu > Search. The Quicken or Quickbooks version you are using should be the current version or one of the previous two versions. Yes, you will need Banner Online Banking and Quicken or Quickbooks. No, it's included with Banner Online Banking.Īre there requirements to use Direct Connect? You will be prompted to connect to Banner Online Banking and provide your login ID and password. Simply select Direct Connect while you're working in Quicken or QuickBooks. How is the connection to Banner Online Banking established? 
This includes retail, small business, and commercial online. Direct Connect is an option through Quicken and QuickBooks for all Banner Bank clients enrolled in online banking. Is Direct Connect available to all Banner Bank clients? Direct Connect is available within your Quicken or QuickBooks application. There is no enrollment process with Banner Bank or Banner Online Banking. Once Direct Connect is connected, you won't need to login to Banner Online Banking first and manually download transactions – Quicken/QuickBooks will do this for you. Direct Connect links directly with your accounts through online banking. Web Connect is a way to download transactions directly from your bank's website and import them manually into Quicken or QuickBooks. How is Direct Connect different from Web Connect? Frequently Asked Questions What is Direct Connect?ĭirect Connect is an Intuit solution that provides all Banner Online Banking clients the ability to automatically connect and access their account information and download transactions directly from within Quicken or QuickBooks.
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