Sync Mobile and Online Banking
Update your Quicken or Quickbooks connection:
- Connect your bank account by setting up a bank feed in the Intuit® or Quicken® application.
- Find the option to set up a bank feed in the application.
- Find Bank Independent, enter your online banking credentials in the application, and follow all the steps provided.
- Enter the username and password credentials for your Bank Independent Sync Online Banking account.
NOTE:This action initiates the session for your application. This initial connection fails with a generic error message. This error is expected and you can still continue to the next step.
- Authorize the connection in Sync Online Banking.
- Log on to Sync Online Banking.
- Select your end-user profile avatar from the main Sync Online menu, and then select Settings.
- Select Security.
- In the Direct Connect section, select Manage.
A list of applications with attempted connections to your account appears. - Locate the connection that you’ve attempted to connect previously in the Intuit® or Quicken® application.
TIP:Multiple connections could be listed, so be sure to look for the right one. - Select the correct connection, and then select Approve.
- Finish the process in the Intuit® or Quicken® application.
- Restart the application.
- Repeat all the substeps in step 1 to add Bank Independent again and complete the connection.
- When the list of bank accounts appears, select the desired options for any in the Quickbooks accounts column.