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How do I get started using Direct Connect for Quicken or QuickBooks?

Choose the appropriate Getting Started Guide for your version of Quicken or QuickBooks and your operating system.

Learn More About Connection Types in Quicken

If you encounter problems connecting Direct Connect, try resetting your Direct Connect password in Online Banking. Select Quicken/QuickBooks under Accounts in the Manage menu.

Your Quicken/QuickBooks password must be different from your Online Banking password.