Quicken & QuickBooks

Get started using Quicken or QuickBooks within Elevations’ Online Banking with this helpful information on how to get started, what products are compatible, login requirements, and more!

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There are multiple ways to link your Quicken and QuickBooks accounts with Elevations’ Online Banking:

Quicken

Direct Connect

  • Automatically update balance and transactions from online banking into Quicken
  • Pay bills and transfer money directly from your Quicken account
  • Quicken is used for personal account management

Web Connect

  • Manually import balances and transactions from online banking into Quicken
  • Quicken is used for personal account management

Express Web Connect (Windows) / Quicken Connect (Mac)

  • Automatically update balance and transactions from online banking into Quicken
  • Quicken is used for personal account management

QuickBooks

Direct Connect

  • Automatically update balances and transactions from online banking into QuickBooks
  • QuickBooks is used for business account management

Web Connect

  • Manually import balances and transactions from online banking into QuickBooks
  • QuickBooks is used for business account management

Please select the software and connection you will be using:

Quicken – Direct Connect

Quicken – Web Connect

Quicken – Express Web Connect

QuickBooks – Direct Connect

QuickBooks – Web Connect


Additional Question & Answers

Can I export my data into CSV spreadsheet file?
Yes. For more information, please view the Spreadsheet (Excel .CSV) Export Guide

Can I use the Online version of Quicken or QuickBooks?
No. You will need to download the full version of Quicken or QuickBooks software.

What versions of Quicken are supported?
View the Quicken Discontinuation Policy Page

What versions of QuickBooks are supported?
View the QuickBooks Services Discontinuation Policy and Upgrade Information page

Having issues logging into your Elevations Online Banking account?
Check out our browser compatibility page for some troubleshooting information.


Video Tutorials

Beginning to Know Quicken: 45-minute webinar to get you started using Quicken

Quicken Connection Methods: Learn about the 3 different ways to connect your account with Quicken.

Manage your Income with QuickBooks: Learn how to enter income, invoices, and money flow in QuickBooks.

Questions?

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