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VeraBank Quicken® and QuickBooks® Integration

 
 
 
You can download your information from Online Banking to Quicken® or QuickBooks®. Please use the instructions below to get set-up. 

Quicken®

You can download your account information into Quicken® three different ways:

Export

For customer using Business Banking Online, at this time Exporting is the only option. From inside of Online Banking you can export a file into Quicken®:

Download Quicken® Web Connect Instructions (PDF)

Express Web Connect (recommended)

Download your information from inside of Quicken® using your existing Online Banking login information:

Download Quicken® Express Web Connect Instructions (PDF)

VeraBank Direct Connect

Download your information from inside of Quicken® using a dedicated password instead of your existing Online Banking login information:

Download Quicken® Direct Connect Instructions (PDF)

To register for VeraBank Direct Connect:

  1. Login to VeraBank Online Banking through a browser
  2. Go to "Other Services" and click on "Connectivity for Quicken® and QuickBooks®"
  3. Enter and re-enter the password you want to use for Direct Connect
  4. Accept the terms and click the "Submit" button 

QuickBooks®

For customer using Business Banking Online, at this time Exporting is the only option.

Export (Web Connect)

For customer using Business Banking Online, at this time Exporting is the only option. Online Banking does not allow an export to QuickBooks®, only to Quicken®.

VeraBank Direct Connect

For Online Banking users, QuickBooks® can be set-up for downloading account history via VeraBank Direct Connect.

Download QuickBooks® Direct Connect Instructions (PDF)

To register for VeraBank Direct Connect:

  1. Login to VeraBank Online Banking through a browser
  2. Go to "Other Services" and click on "Connectivity for Quicken® and QuickBooks®"
  3. Enter and re-enter the password you want to use for Direct Connect
  4. Accept the terms and click the "Submit" button