Connect your Quicken® or QuickBooks® Online to online banking to auto reconcile daily.
If you receive a call or text from RCB Bank requesting information of any kind, hang up and call your local branch or a verified RCB Bank phone number.
Direct Connect
Accounting Made Accountable.
Connect your RCB Bank online banking to Quicken® or QuickBooks® Online.
Make your banking easier by connecting to your Quicken® or QuickBooks® Online.
It is best practice to always check your Client UID in Online Banking prior to connecting to Quicken® or QuickBooks®.
Signing into Quicken® or QuickBooks® with Direct Connect requires an extra security step. Registering your Client UID provides enhanced security for your connection to Quicken® or Quickbooks®.
1. Sign into Online Banking or the RCB Bank Mobile Banking App.
2. Click on Settings in the main menu.
3. Click on Direct Connect Registration
If there is already a Client UID listed, the security link is already in place and you can proceed to Quicken® or QuickBooks®.
If there is no Client UID listed:
- Click Generate.
- You will see a message saying “A new Client UID registration window was generated.”
- Within 15 minutes, sign into Quicken® and refresh the connection with RCB Bank. (If you are unsure how to do this, please contact Quicken® or QuickBooks®)
- At this point, the security connection has been made. You can come back to this page to see your Client UID.
Click on the + or the step to expand.
Step 1: Connect a bank or credit card account
You can connect as many business and personal accounts as you want.
- Go to Bookkeeping then Transactions then select Bank transactions, or go to Banking.
- If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
Note: If you’re moving from QuickBooks® Desktop, you’ll need to connect your bank/credit card accounts again for security reasons. - In the search field, enter the name for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions, you can manually upload your bank transactions.
- Select Continue. Then sign in to your bank with your user ID and password.
- Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
- Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks®.
If you don’t see the right account type in the dropdown
- Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Select Connect.
Connect your bank account from your chart of accounts (optional)
Step 2: Download recent transactions
QuickBooks® downloads transactions so you don’t have to enter them manually. Refresh the bank feed to download your latest transactions.
- Go to Bookkeeping then Transactions then select Bank transactions, or go to Banking.
- Select Update.
Step 3: Categorize downloaded transactions
Once QuickBooks® downloads your transactions, you’ll want need to review and categorize your transactions to make sure they’re categorized right.
QuickBooks® Learn and Support US (intuit.com) for any additional assistance.
Click on the + or the step to expand.
Update your online accounts
- Use One Step Update on your account bar to easily update all of your Online accounts.
- You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.
- You will see a progress screen while Quicken® contacts your financial institutions and downloads your transaction data.
- Once the update is completed, you will see the One Step Update Summary. you may see an item that needs your attention. Click the question mark by the entry for information about resolving the problem.
What is One Step Update?
One Step Update is a single access point for almost all connected services; you can update transactions and send online payment instructions for multiple accounts, sync your data to the Quicken® Cloud and use Quicken® on your phone or tablet to download security quotes, export some of your Quicken® account information to Investing.Quicken.com, and obtain product updates for your Quicken® software.
One Step Update is the centralized access point for almost all connected services in Quicken®. It makes it easy to:
- Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.
- Send or cancel online payments (not supported by all financial institutions).
- Transfer money between accounts at the same financial institution, if you are connected via Direct Connect.
- Sync your data to the Quicken® Cloud and use Quicken® on your phone or tablet.
- Download security quotes, download currency exchange rates, export some of your Quicken® account information to Quicken.com, and obtain product updates for your Quicken® software.
You can set up Quicken® to automatically download transitions at the beginning of a session. Go to Edit menu → Preferences → Startup. Select Download transactions when Quicken® starts and click OK.
How do I enable an account for One Step Update?
One Step Update is automatically applied to Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account.
To turn One Step Update on or off for an account:
- Use One Step Update on your account bar to easily update all of your Online accounts.You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.
- The One Step Update Settings screen will appear. Each account has a check box next to it. To turn on One Step Update for an account, click the check box to add a checkmark. To turn One Step Update off for an account, click the check box to remove the check mark.
- Click Apply.
Official Quicken® Support – Phone, Chat, or Community for additional assistance.
