Automate Reconciliation with QuickBooks Direct Connect Dec 27, 2011, 8:00 am By Emily Haleck

We know you have more important things to do than sit around for hours trying to reconcile your bank accounts with your business transactions. That’s why we offer the ability to automatically download transactions from your Bank of American Fork checking, savings and money market accounts directly into Quickbooks® for instant reconciliation using QuickBooks® Direct Connect*. No more manual data entry and duplicate transactions—just more time for you to get back to business.

After the initial setup, you can:

     — Check account balances

     — Review transactions

     — Transfer money between your Bank of American Fork accounts

     — Pay your bills online†

To get started, you need to have:

     —  A business account with Bank of American Fork   >>Open a business checking account

     — Online Business Banking with QuickBooks® Direct Connect requested   >>Sign up for online banking

     — Current version of QuickBooks®

Once you’ve met the three requirements, follow these instructions to set up QuickBooks® Direct Connect.

Questions? Contact our Customer Care team to help walk you through the process.

*There is a $7.00 monthly access fee to setup two-way communications between your QuickBooks® and Online Business Banking.

Requires Online Business Banking with PowerPayTM (online bill pay).  Fees may apply.

Intuit® and QuickBooks® are registered trademarks of Intuit, Inc.

PowerPay is a trademark of Jack Henry & Associates, Inc.

 

 

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