CS Connectivity for Quicken and Quickbooks
Connectivity for Quicken? and QuickBooks?
Quicken? and QuickBooks? are two of the most trusted brands for personal financial management and small business solutions. With these leading brands and OFX Direct Connect and/or Web Connect, you can attract and retain your most profitable customers.
Banking customers, both business and consumer, say that Online Banking access through QuickBooks and Quicken is a primary feature for them. OFX (Open Financial Exchange) connectivity helps you meet that expectation by enabling your end users to directly access their most recent account information through Quicken and QuickBooks.
There are two connection options ? Web Connect and Direct Connect.
Web Connect
Features:
? One-way connectivity between your financial institution's Online Banking and Quicken and QuickBooks.
? Download up-to-date account information to Quicken or QuickBooks initiated from your financial institution's website.
? Transaction-matching algorithm to prevent the download of duplicate transactions.
Benefi ts:
? Your financial institution is listed within Quicken and QuickBooks.
? Increase Online Banking adoption and engagement -- users will be required to set up an online account and log in before downloading transactions to Quicken and QuickBooks.
? Free Quicken and QuickBooks software for internal training/support and access to Intuit's support channel for financial institution employees supporting OFX products.
? Once setup, your customers can download their transactions into Quicken or QuickBooks.
? Files can be opened automatically from your financial institution's website.
Open Financial Exchange (OFX) is a unified specification that financial institutions can adopt for the exchange of financial data over the Internet. OFX streamlines the work financial institutions need to do to connect to multiple customer interfaces, processors and systems integrators. OFX is the language that Quicken and QuickBooks speak to other software applications when they request and receive financial information.
Direct Connect
Features:
? Two-way communication between your financial institution's OFX server and Quicken or QuickBooks.
? Download transactions, update account balances, pay bills and transfer money between accounts within Quicken or QuickBooks.
? Transaction-matching algorithm to prevent the download of duplicate transactions.
Benefits:
? Customizable automated enrollment process, exclusively offered by Digital Insight.
? Your financial institution is listed within Quicken and QuickBooks. ? Free Quicken and QuickBooks software for internal training/support and
access to Intuit's support channel for financial institution employees supporting OFX products. ? Once setup, your customers can download their transactions into Quicken and QuickBooks. ? Your financial institution will be included in your customer's One Step Update feature, which instantly connects Quicken to all available financial institutions' OFX servers for account updates.
End-user Benefits
? Improves efficiencies for managing finances online or running your business. One update will download the most current account information available.
? Prevents duplicate transaction listings to avoid account-management mistakes. ? Increases convenience with direct access to personal account information
through Quicken and QuickBooks.
Usage Features
? Transaction data download capabilities using OFX protocol. ? Supports both real-time and batch environments. ? Downloads transactions and balances directly into account register. ? Supports checking, savings, money market, CD, and most loan accounts. ? Weeds out duplicate transactions automatically.
Quicken and QuickBooks are trademarks and/or service marks of Intuit Inc., registered in the United States and other countries.
Banks and credit unions turn to Digital Insight for innovative online and mobile banking that drives growth. For nearly 20 years, our leading solutions have helped financial institutions engage more meaningfully and more profitably.
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CS_Connectivity_for_Quicken_and_Quickbooks 08/14
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