Level 3

Banking

Check with your accountant, every city will have different banks, some do a better job than others. For example in St Louis, PNC & US Bank do a nice job for our clients - but only for banking & bill pay. When it comes to credit cards, I like American Express & Citi for their direct connect features.

 

c:\ProgramData\Intuit\QuickBooks 20yy\Components\OLB\branding\filist\fidir.txt contains a list of directconnect options. You want to look for banks that include "BANKING,PAYMENT,ACCOUNTINFO&DIRECT" in their list of services. This file isn't perfect, for example USBank's listing includes "Credit", but I have yet to find a way to use direct connect to import my credit card transactions, so I stick with Citi & Amex.