Quicken

If you are interested in synching a Quicken product with Elevations' Online Banking, below is some information on how to get started, what Quicken products are compatible, login requirements, and more!

Have questions about your Elevations-Quicken account?
Please contact:

  • Elevations Contact Center: 800.429.7626
  • Quicken Support Team: 800.811.8766
  • Quickbooks Support Team: 888.859.4056

FAQ's Direct Connect
Web Connect
Product Description With Direct Connect, you can automatically download transactions from your financial institution while within Quicken. With Web Connect, you manually download transactions from your Financial Institutions website into Quicken.
Windows Compatible?
Yes. View the Direct Connect Quicken Guide
Yes. View the Web Connect Quicken Guide.
Mac Compatible?
No
Yes
How do I register?
You will be asked to register for your Quicken Direct Connect. View our Direct Connect Registration Guide for more information. No Registration is required.

What are the password requirements?

Direct Connect will ask you for a password. This password must be different from your Elevations Online Banking password and must be between 6-8 characters. Alpha-numeric characters only.
Your Web Connect password is your Elevations Online Banking password.
Can I use Quickbooks with Direct Connect or Web Connect?
No
Yes. For more information, please view the Web Connect Quickbooks Guide
Can I export my data into a CSV spreadsheet file?
No
Yes. For instructions, please view our Spreadsheet (.CSV) Export Guide
Can I view my Elevations personal banking accounts?
 Yes Yes
Can I view my auto or personal loans?
 Yes Yes
Can I view my Elevations' home equity loans (HELOC)?
 No Yes
Can I view my Elevations credit cards?
 No Yes
Can I view my Elevations' mortgage?
 No No
What versions of QuickBooks do you support?
View the Quickbooks Service Discontinuation Policy and Upgrade Information Page
 
What versions of Quicken's products do you support?
View the Quicken Discontinuation Policy Page