Web Connect Method
The following steps explain how to activate your existing QuickBooks account(s) or create one or more new QuickBooks accounts for Web Connect online access.
Log into Guaranty Bank & Trust’s online banking and choose Download from the drop down menu. From the Download page, choose QuickBooks from the drop down menu.
Direct Connect Method
- When you select Download to QuickBooks, a dialog box appears that asks whether you want to process transaction now or save them for later processing
- Click the Have QuickBooks process these transactions now radio button to ; continue. The Select Bank Account dialog box appears. (If you use QuickBooks on another computer, you can click the Save the transactions for later processing radio button and then transfer the files to the other computer.
- Click the Use an existing QuickBooks account radio button and select an accountfrom the drop-down list, or click the Create a new QuickBooks account radio button and type a name for the account, and then click Continue. Note: You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automaticaly.
- When QuickBooks confirms that your Web Connect data has been successfullyread into QuickBooks, click OK.
You may now pull all your Guaranty Bank & Trust account transactions into your Quickbooks software without having to log-in to Online Banking! By using the Direct Connect Method, you pull your transactions in directly from Quickbooks. If you would like to start using this method, please use the Help Guide within your Quickbooks Software. You will also need to do a one-time setup in Online Banking to authorize the downloads. Just go to User Services and choose Personal Finance Software Access and then click Enable.
If you are currently using Web Connect and would like to convert your accounts to Direct Connect, please open the instructions below and follow them exactly.
Click here for Web Connect to Direct Connect conversion instructions
Click here to visit the Quick Support site.