Manage your personal or business finances easily with Web Connect, now available to customers enrolled in WeB (Whitaker electronic Banking) who use Quicken® personal finance software or Quickbooks® accounting software.
No manual data entry - Once you're set up, you can download all your transactions right into Quicken® or Quickbooks® --instead of type them by hand.
Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
No duplicate transactions - WeB Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
Easier to use - Web Connect files may be automatically opened by Quicken® or Quickbooks® directly from WeB, which eliminates the need for you to search for files that have been downloaded.
Automatic account setup - Simpily initiate a download to Quicken® or Quickbooks® from WeB, and the program sets up your accounts for you --with your data already up to date.
What you need to get started for Quicken® or QuickBooks®
To download your account information from WeB to your Quicken® or QuickBooks® software, you will need a supported version of:
- Quicken Windows 2011-2013® (or newer) or Quicken 2007® (or newer) for Mac - Web Connect or Express Web Connect (EWC) supported
- QuickBooks Windows/Mac 2011-2013® (or newer) - Web Connect support only
- Internet Access
WeB Login Credentials
If you are not enrolled in WeB, contact your nearest Whitaker Bank location or ENROLL NOW.
For further assistance, refer to Intuit's User Guide for instructions specific to your version of Quicken® or QuickBooks®. Visit the support page at http://quicken.intuit.com/ for Quicken® or http://www.intuit.com/ for QuickBooks® and click on 'Support'.