Quicken®

Service First Federal Credit Union now offers Direct Connect to download account information into Quicken®, the easiest way to organize your personal finances.

  • No manual data entry Once you’re set up, you can download all your transactions right into Quicken®—instead of typing them in by hand.
  • Automatically reconcile data Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to useDirect Connect files may be automatically opened from within Quicken®, which eliminates the need for you to search for files that have been downloaded.

What you need to get started

You will need a Customer ID and Password. This is the same as your Online Banking login.

Once you have this information, you are ready to enable your accounts in Quicken®.  For assistance, please see the Quicken Getting Started Guide below.

Windows

Mac

 

QuickBooks®

Service First Federal Credit Union now offers Direct Connect to download account information into QuickBooks®, which gives you the power to manage your business more effectively.

  • No manual data entry Once you’re set up, you can download all your transactions right into QuickBooks®—instead of typing them in by hand.
  • Automatically reconcile dataDirect Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to useDirect Connect files may be automatically opened from within QuickBooks®, which eliminates the need for you to search for files that have been downloaded.

What you need to get started

You will need a Customer ID and Password. This is the same as your Online Banking login.

Once you have this information, you are ready to enable your accounts in QuickBooks®.  For assistance, please see the QuickBooks Getting Started Guide below.

Windows

Mac

Self-Employed

Online