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Online Banking

Sync Mobile and Online Banking

Update your Quicken or Quickbooks connection:

  1. Connect your bank account by setting up a bank feed in the Intuit® or Quicken® application.
    1. Find the option to set up a bank feed in the application.
    2. Find Bank Independent, enter your online banking credentials in the application, and follow all the steps provided.
    3. 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.

  2. Authorize the connection in Sync Online Banking.
    1. Log on to Sync Online Banking.
    2. Select your end-user profile avatar from the main Sync Online menu, and then select Settings.
    3. Select Security.
    4. In the Direct Connect section, select Manage.
      A list of applications with attempted connections to your account appears.
    5. 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.
    6. Select the correct connection, and then select Approve.

  3. Finish the process in the Intuit® or Quicken® application.
    1. Restart the application.
    2. Repeat all the substeps in step 1 to add Bank Independent again and complete the connection.
    3. When the list of bank accounts appears, select the desired options for any in the Quickbooks accounts column.