Quicken & QuickBooks

Get started using Quicken or QuickBooks. Learn what products are compatible, login requirements and more!

Download your account activity via online banking and link to your Quicken or QuickBooks account. 

For information on Quicken & Quickbooks for Business Banking, click here.

Quicken

Direct Connect

  • Automatically update balance and transactions from online banking into Quicken.
  • Pay bills and transfer money directly from your Quicken account
  • Quicken is used for personal account management.

Web Connect

  • Manually import balances and transactions from online banking into Quicken.
  • Quicken is used for personal account management.

Express Web Connect (Windows) / Quicken Connect (Mac)

  • Automatically update balance and transactions from online banking into Quicken.
  • Quicken is used for personal account management.

QuickBooks

Web Connect

  • Manually import balances and transactions from online banking into QuickBooks.
  • QuickBooks is used for business account management.

Please select the software and connection you will be using:

Quicken – Direct Connect

Quicken – Web Connect

Quicken – Express Web Connect

QuickBooks – Web Connect


Additional Question & Answers

Can I export my data into CSV spreadsheet file?
Yes. For more information, please view the Spreadsheet (Excel .CSV) Export Guide

Can I use the Online version of Quicken or QuickBooks?
No. You will need to download the full version of Quicken or QuickBooks software.

What versions of Quicken are supported?
View the Quicken Discontinuation Policy Page

What versions of QuickBooks are supported?
View the QuickBooks Services Discontinuation Policy and Upgrade Information page

Having issues logging into your Elevations Online Banking account?
Check out our browser compatibility page for some troubleshooting information.


Video Tutorials

Beginning to Know Quicken: 45-minute webinar to get you started using Quicken

Quicken Connection Methods: Learn about the 3 different ways to connect your account with Quicken.

Manage your Income with QuickBooks: Learn how to enter income, invoices, and money flow in QuickBooks.

Questions?

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