Small Business Digital Banking with QuickBooks™ offers you the ability to connect to the bank and automatically import and categorize transactions. Using your Small Business Banking credentials, you can configure your QuickBooks software to connect before you can access your accounts.
Direct Connect is a complimentary service that allows QuickBooks users to update their Trust Standard account(s) in QuickBooks.
While we recommend downloading Direct Connect for the best user experience, you may prefer using the online version – Web Connect.
Track income and expenses
Capture and organize receipts
Maximize tax deductions
Invoice and accept payments
Why am I getting an error when I try to log in to QuickBooks?
Make sure you are typing in the correct User ID/Password and there are not any special characters in your User ID.
Why am I seeing a security question I do not recognize?
You could be using an incorrect User ID.
Why am I getting an error trying to connect to Trust Standard?
You may have inactive accounts associated to your QuickBooks profile.
Why am I missing transactions?
Make sure your accounts are activated and updated.