Direct Connect7

Accounting Made Accountable.

Connect your RCB Bank online banking to Quickbooks® Online.

Make your banking easier by connecting to your Quickbooks® Online.

Features7

Connect your Quickbooks® Online to online banking to auto reconcile daily.

Intuit Support Links

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Step 1: Connect a bank or credit card account

You can connect as many business and personal accounts as you want.

  1. Go to Bookkeeping then Transactions then select Bank transactions, or go to Banking.
  2. 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.
  3. 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.
  4. Select Continue. Then sign in to your bank with your user ID and password.
  5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
  6. 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

  1. 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.
  2. 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.

  1. Go to Bookkeeping then Transactions then select Bank transactions, or go to Banking.
  2. 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.

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Update your online accounts

  1. Use One Step Update on your account bar to easily update all of your Online accounts.
  2. You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.
  3. You will see a progress screen while Quicken® contacts your financial institutions and downloads your transaction data.
  4. 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.

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Mint® mobile app

  1. Open the Mint® app and select Profile in the top corner
  2. Select Accounts and then tap the name of your bank
  3. If you’re on an Android device, select the three dots in the top corner then Edit Credentials. Skip to step 5
  4. If you’re on an iOS device, select Edit Login
  5. Follow the instructions on the next screen until you can select Save & connect
  6. Your account will reconnect and download any missing transactions from the past 90 days

Mint web

  1. Sign in to Mint.com and select Settings from the side menu
  2. Select the account you’d like to activate
  3. Under Status, select Active from the drop-down menu. If you don’t see Status, you’ll need to re-add your account
  4. Select Save

Like what you see? Get in touch to open an account today.