Susquehanna offers two types of connections for Intuit’s Quicken®
and QuickBooks® products:
DirectConnect and WebConnect
What is the difference?
How do I get started?
- DirectConnect: Is
two-way connectivity between the customers’ Quicken or QuickBooks and the bank.
The service provides the ability to automatically download account transactions,
upload bill payments and schedule transfers (one time or future dated). Note: Bill
Pay service must be enabled via Online Banking to utilize the banks’ bill payment
service. No separate login to Online Banking required after you save your Online
Banking ID and Password in your Quicken or QuickBooks software. Note: If you subsequently
change your Online Banking Password, you would need to also change it in your Quicken
or QuickBooks software. Business customers will be charged $15 per month for this
- WebConnect: WebConnect
allows customers to download posted transactions into their software (one-way) from
the bank. WebConnect Express, available with Quicken, allows automatic download
of account transactions with no separate login after you save your Online Banking
ID and Password in your software.
Which Bank do I select during setup in Quicken or QuickBooks:
- New Quicken or QuickBooks Customer
- complete set up in your Quicken or QuickBooks software from the Banking/Online
Banking menu options.
- Current Quicken or QuickBooks Customer
– must deactivate current WebConnect service and reactivate your accounts in the
software for DirectConnect.
- During set up, you will be prompted
to enter your Online Banking ID and Password into the software. You may choose to
store it in the Quicken Pin Vault. If not stored in the Pin vault, you will be required
to enter your password each time you schedule a bill payment or transfer.
More important facts about DirectConnect:
- In QuickBooks –
- For DirectConnect service select
Susquehanna Bank - Direct
- For WebConnect service select
- In Quicken –
- For both DirectConnect & WebConnect
select Susquehanna Bank
Quicken 2011-2013 for Windows
Quicken 2007 for Mac
Quicken Essentials for Mac
Quickbooks 2011-2013 for Windows.pdf
Quickbooks for Mac.pdf
- After set up, simply click on “Update
Transactions” or “Send/Review Transactions” to pull in any items not yet downloaded.
- Transfers and bill payments scheduled
in Quicken or QuickBooks will appear immediately on Online Banking as memo posted
- Recurring transfers and bill payments
cannot be established in the software. One time and future dated only.
- Once submitted, Susquehanna bill
payments and transfers cannot be modified or deleted in the software. They can only
be modified or deleted from within Online Banking.
- User Guides for various versions
of Quicken and QuickBooks can be accessed from the links below:
If your version is not listed here and you need assistance, please visit the Intuit
Support web site at:
You may also call Susquehanna Internet Services Support at 800-311-3182, select
menu options 3-1-2.