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Comparing Web Connect and Direct Connect

For online banking, you can connect to your accounts in one of two ways: Web Connect and Direct Connect. Not all financial institutions offer both choices.

Which should I choose?

Direct Connect Web Connect
  • Using Direct Connect, QuickBooks downloads electronic statements from the financial institution's servers directly into QuickBooks.

Using Web Connect:

  1. Log in to your financial institution's website.
  2. Using a link provided on the website, download your electronic statements.
  3. Import the statements into QuickBooks.