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Enrolling your account for Quicken or QuickBooks

*The following instructions assume you have logged in to online banking and are starting from the Account Summary page.

Step 1: From the Customer Service tab, simply select Enroll for Quicken or QuickBooks located in the Account Services section.

Step 2: Carefully review the information on the screen and select the Personal Financial Management software for which you would like to enable your account.

Step 3: Select Submit. Your account is now enabled for use with the Personal Financial Management software you selected.
  • You will use your Online ID and Password to log in to both your Personal Financial Management software and Online Banking.
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