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 Treasury Management Portal 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 the Treasury Management Portal and have a User Name and Password issued to you by the Bank. With Web Connect, simply download transaction information using the QuickBooks file format and save it to QuickBooks.
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