Intuit QuickBooks and Quicken Integration for Online Banking
We know the Intuit integrations are critical for your business. We are doing all we can to get this functionality fully operational as soon as possible. At this time, we are only aware of the issues identified below. If you are experiencing something that is not on this list, please report it to our team HERE or call 866-366-0959.
As of 9/25 all reported Intuit issues have been resolved.
Internet Explorer Error when connecting accounts: QuickBooks Desktop users that are communicating to our online banking through a browser from within the QuickBooks software may receive an error about Internet Explorer, even if they are not using the Internet Explorer browser.
This is not a browser issue as the error may indicate. It is the credential issue noted in the following row.
Alternate Workaround: Download WC (Web Connect) *.qbo files OUTSIDE of QB (QuickBooks) desktop, save them to your computer. Then import these files into QuickBooks following the recommended steps.
Issues with credentials connecting accounts
Please use your new online banking credentials to connect QuickBooks and Quicken in our system. Some users selected the same credentials, and this is fine. Do not use the old online credentials if you changed them.
Double posting during imports
To avoid double posting transactions during regular manual imports, first, review the transactions pulled from our former online banking system. Then only import the date range of the transactions since the new system has been available.
QuickBooks desktop users can't connect their feed through Direct Connect
Choose Banking menu > Bank Feeds > Set Up Bank Feed for an Account.
Enter, then select one of the following and click Next.
Web Connect users > Chesapeake Bank
Direct Connect users > Chesapeake Bank QBDC
If prompted for connectivity type, select Direct Connect.
Link your bank account with the existing QuickBooks account and click Connect.
Click the link below for step by step instructions: