QuickBooks® Web Connect

First Utah Bank now offers Web Connect to download account information into QuickBooks®, which gives you the power to manage your business more effectively.

  • No manual data entry – Once you’re set up, you can download all your transactions right into QuickBooks – instead of typing 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.
  • Automatic account set up – Simply initiate a download to QuickBooks from First Utah Bank Cash Management online and QuickBooks sets up your accounts for you – with your data already up to date.

What do you need to get started?

First, you will need to have access to Business Internet Banking and have an Access ID and Password issued to you by the Bank. With Web Connect, your Customer ID and Password are those that you use to login to First Utah Bank Business Internet Banking.

Once you have this information, you are ready to enable your accounts in QuickBooks.

 

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