Quickbooks

If you use Quickbooks to help manage your personal finances or small business, you will have easy access to your TowneBank accounts. 
Overview

Use Towne-Personal online banking with Quickbooks to:

  • Manage expenses
  • Get automatic account downloads with One-Step-Updates with Direct Connect*
  • Transfer funds between your TowneBank accounts with Direct Connect*
  • Pay bills – directly from your TowneBank account with Direct Connect*
  • Categorize spending
  • Create custom reports
  • Consolidate information for tax purposes
Direct Connect

In addition to standard Quickbooks features, Direct Connect (also known as One-Step-Update) provides premium functionality to make managing your finances with Quickbooks as seamless as possible:

  • Automatic account downloads
  • Transfer funds between your TowneBank accounts directly from within Quickbooks
  • Pay bills with your TowneBank accounts directly from within Quickbooks
  • First 3 months free, $10 per month thereafter
Open your Quickbooks software to Get Started!

Have your Towne-Personal User ID and Password ready to set up One Step Updates in Quickbooks. For more detailed instructions, refer to Quickbooks’ User Guide regarding creating accounts and enabling them for One Step Update with Direct Connect access.

QuickBooks Getting Started Guides

If you have any questions about One Step Updates with Direct Connect, please contact eChannel support at 844-638-6714.

Web Connect

For a free way to download your TowneBank account information into Quickbooks, simply use Web Connect.  With Web Connect, log into Towne-Personal Online Banking, chose an account, and select ‘Export’ to download your transactions into Quickbooks.

Web Connect

For more detailed instructions, refer to Quickbooks’ User Guide regarding creating accounts and downloading transactions from your bank accounts.

If you have any questions about Downloads with Web Connect, please contact eChannel support at 844-638-6714.