Quicken and QuickBooks available at SouthPoint Quicken and QuickBooks available at SouthPoint

A better Quicken and QuickBooks experience

It is now easier for you to see your SouthPoint transactions from within your Intuit software.

We’re thrilled to share with you that an enhanced integration with Quicken and QuickBooks is now available. This improved technology will make it easier for you to see your updated SouthPoint transactions from within your Quicken and QuickBooks software. Plus, you’ll be able to add, edit and delete accounts at your convenience.

Set up your Direct Connect Password

  • From your Online Banking under Additional Services, click “Connectivity for Quicken and QuickBooks.”
  • Create a password and agree to the Terms and Conditions.

Re-add your SouthPoint accounts into your Intuit software

  • Click “Add Account” or click the “plus” icon on the Home page.
  • Type SouthPoint and select SouthPoint FCU Direct Connect in the search bar and click “Next.”
  • On the next screen, enter your SouthPoint Online Banking username and Direct Connect password.
  • Select the “Save this password” checkbox. The first time you choose to save a password, Quicken will create a Password Vault where you will have the option to save all of your banking passwords. You will be prompted to create a separate password for your vault. If you choose to save all of your passwords, you will be able to update all of your accounts with one click. Click “Connect.”
  • If you would like, you can add a nickname for your account. If there are accounts you don’t want to add to your Intuit program, select “Ignore” instead of “Add.”
  • Click “Next” and “Finish.” Intuit will add your accounts and transactions. Please note, Intuit can only download 30-90 days of transactions. If you would like to download more, contact Member Services at 877-794-6712 to see if this option is available.

Delete existing Web Connect Accounts

  • Right click on each account with uppercase lettering. Select “Edit/Delete Account.”
  • At the bottom of the new page select Delete Account and confirm by typing ‘yes.’

Opt in to QuickBooks within your Online Banking

  • From your Online Banking under Additional Services, click “Connectivity for Quicken and QuickBooks.”
  • Create your Direct Connect password and agree to the Terms and Conditions. You will need to enter this password from within the QuickBooks software.

Add your SouthPoint accounts into your QuickBooks software

  • Select “Add your bank accounts.”
    ** If the company profile is already established you can click on the Bank Feeds option to begin connecting with your SouthPoint Accounts.
  • Enter SouthPoint into the Bank’s Name search field and select SouthPoint FCU Direct Connect.
  • You will be prompted to ensure you are enrolled in the Direct Connect service. Select “Continue.”
  • You will now be prompted to enter your SouthPoint Online Banking username and the Direct Connect password you set in your SouthPoint Online Banking. Click “Continue.”
    ** If your account information doesn’t work, try using your member number in the username field.
  • The connecting process will now begin and you will see multiple screens loading. Once all your accounts have been retrieved, you will be given the option to link them to existing accounts in QuickBooks or Create New. Select “Connect.”

Download all transactions for the new accounts

  • To download all: in the Bank Feeds section, select the arrow next to the Refresh icon and select “Sync all for this bank.”
  • Once all of the transactions have been downloaded, you will receive a transmission summary with the total of new transactions and if there are any special notifications. Click “Close.”
  • You will now select Transaction List to view the downloaded transactions for each account. All of these transactions will need to have an account assigned to them for QuickBooks to sort in the program.
    **The transactions will not be added to the register until this step has been completed. There will be accounts already setup in your QuickBooks company profile for transactions sorting (i.e. income categories, expense categories, etc). You can add an account to all of the transactions and then select the Batch Actions menu (located on the bottom left screen) then Add/Approve to import all transactions. This will be your longest step.

Opt in to QuickBooks within your Online Banking

  • From your Online Banking under Additional Services, click “Connectivity for Quicken and QuickBooks.”
  • Create your Direct Connect password and agree to the terms and conditions. You will need to enter this password from within the Quicken software.

Add your SouthPoint accounts into your Quicken software

  • Select “Add Account.” You can skip this step and add your first account later by clicking the “Plus” icon on the home page.
  • Type in SouthPoint and select the “SouthPoint FCU Direct Connect” option and click “Next.”
  • Enter your SouthPoint Online Banking username and the Direct Connect password you set in your SouthPoint Online Banking.
  • Select the “Save this password” checkbox. The first time you choose to save a password, Quicken will create a Password Valut where you can save all of your banking passwords if you choose. You’ll be prompted to create a separate password for your vault. If you choose to save all of your passwords, you can then update all of your accounts with one click.
  • Click “Connect.”
  • If you like, you can add a nickname for your account. If there are accounts you don’t want to add to Quicken, select “Ignore” instead of “Add.”
  • Click “Next” and “Finish.” Quicken adds your accounts and downloads transactions. Please note, Intuit can only download 30-90 days of transactions. If you would like to download more, contact Member Services at 877-794-6712 to see if this option is available.

Please select from our two chat options.

You have requested an external link.

 By clicking this link, you are leaving SouthPoint’s website and entering a website hosted by another party. We do not operate this site, nor are we responsible for its content. Please review the privacy and security policies of the site you are entering, as they may differ from those practiced by the credit union.

Cancel Accept