Direct Connect for QuickBooks® Users
QUICKBOOKS DIRECT CONNECT®
SouthernTrust Bank offers Direct Connect to download account information into QuickBooks® - the easiest way to organize your finances. At SouthernTrust Bank, we continue to add services like these to make managing your finances easier.
"We know what's important, and we're putting it back in banking."
About Direct Connect
Direct Connect refers to two-way connectivity between SouthernTrust Bank's OFX server and QuickBooks®. Direct Connect uses the OFX protocol to allow you to access your account information, pay bills, transfer money and send other instructions to SouthernTrust Bank from within QuickBooks®. Direct Connect features One-Step Update, the fastest, easiest way for you to connect with SouthernTrust Bank!
What you will love about Direct Connect:
No manual data entry - Once you're set up, you can download all your transactions right into QuickBooks® instead of typing them by hand.
Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy. Downloaded transactions are automatically matched with existing transactions, and new one are entered into the register.
No duplicate transactions - Direct Connect incorporates a special transaction matching algorithm that prevents the download of duplicate transactions. Previously-downloaded transactions are filtered out so duplicates are not created.
Easy to use - Direct Connect files may be automatically opened from within QuickBooks®. This eliminates the need for you to search for files that have been downloaded.
What you will need to get started:
First, you will need to enroll for online banking with SouthernTrust Bank is you are not already a user.
Second, you will need to apply for Direct Connect service with SouthernTrust Bank.
Third, you will need to set up your QuickBooks® account for online access.
Should you need technical assistance, please contact SouthernTrust Bank's online banking department at 618-998-0098 between the hours of 8:00AM and 5:00PM, Monday through Friday.
There is a $15.00 monthly fee for Direct Connect services.
To view our online banking disclosures, CLICK HERE