Business Online Banking & QuickBooks
Simplify your business banking and bookkeeping with QuickBooks® by Intuit.
The powerful tools available with QuickBooks make it easy to manage payables and receivables, create budgets, forecasts and monitor cash flow.
Connect your Business or Commercial Online Banking service to QuickBooks services:
- Web Connect: enables you to automatically download transactions from online banking and match them with your QuickBooks records
- Direct Connect: enables automatic download of transactions from online banking to QuickBooks and automated reconciliation
How to set up Direct Connect for QuickBooks
Sync your Banner Bank accounts with QuickBooks and automate your accounting process.
- No entering transactions manually
- Automatically reconcile your accounts
- Eliminate duplicate transaction entries
Step 1
- Sign into QuickBooks and choose the Banking menu
- Select Bank Feeds and Set up Bank Feeds for an Account
Type in Banner Bank.
Step 2
At the Direct Connect enrollment screen, click Continue and enter yoru Banner Business Online Banking credentials.
Click Connect.
Step 3
Select the Banner Bank accounts you wish to add to QuickBooks.
Click Close.
Automate your invoicing and payments collection with Biller Genie for QuickBooks
Integrate
Seamlessly integrate with QuickBooks, Xero and other accounting software to provide fully automated invoicing and payments,
Create
Create an invoice in your accounting software just like you always have and let The Genie do the rest.
Send
Invoices go out when you choose and on your letterhead automatically.
Remind
Late payment and follow-up reminders are sent on your schedule automatically.
Collect
Both subscribers and their customers can login, make payments, view history and setup auto pay from anywhere 24/7.
Reconcile
Integration saves you time by eliminating duplicate work and making reconciliation easy.
Save 30% on QuickBooks
Start using QuickBooks and save 30% on QuickBooks Online, QuickBooks Self-Employed or QuickBooks Online Payroll for 12 months when you purchase with your Banner Bank credit or debit card.
