For example in St Louis, PNC & US Bank do a nice job for our clients - but only for banking & bill pay. This may give you an idea of my confusion. If you need further assistance. Lynda, that doesn't help at all. I can help share some information about the QuickBooks Online test drive. When prompted whether you want to import now, choose Yes.8. I am in the accounting field, so these clients are at my doorstep daily. You will need to modi fy your QuickBooks settings to ensure the smooth transi tion of your data. Wow. This is beyond unacceptable! We will provide you with an update about its status via email. I wasn't going to comment, because I have no need for these services and thus am not invested in the discussion happening here. With your PFM software you can access Zions directly and download banking information into your software's check register as well as pay bills online. Direct Connect refers to two-way connectivity between SouthernTrust Bank's OFX server and QuickBooks®. Free trial offer is valid for Cash Flow Insight for 30 days beginning with enrollment in Cash Flow Insight. Once the connection is fixed, you may encounter some duplicate transactions while reviewing them. "In the meantime, you can manually upload the bank transactions into QuickBooks Online. I hope this clears things up, thanks again for reaching out. So, again, now that we know what DirectConnect is, can someone tell me which banks use it? 1 Cheer Reply Join the conversation. I wouldn't have a problem posting the transactions, as an expense is an expense, but then when the accounts are reconciled, well.. (I am using the accountant version of QBO). Now books are over 900 transactions and $40k behind! It was working fine for me otherwise. Customers with a Business Checking Plus account have access to Cash Flow Insight (not including the additional tools: Payables, Receivables, and Accounting Software Sync) at no monthly fee for all of their eligible PNC business checking accounts in Online Banking. After you’re set up with Direct Connect, choose Banking > Downloaded Transactions to download your banking info into QuickBooks. This file isn't perfect, for example USBank's listing includes "Credit", but I have yet to find a way to use direct connect to import my credit card transactions, so I stick with Citi & Amex. Select Contact Us. I'm always here to help. There's no option to download a .qbo or .iif file. Well Fargo - https://www.wellsfargo.com/online-banking/software/fees/  $14.95/mo. Sheilae, I noticed this as well. ALTHOUGH... After scrolling through this comment section, y'all REALLY need to lay off QBO. Select Next again of the transactions to import.7. https://community.intuit.com/articles/1426799-links-to-online-sample-companies-test-drive-quickbooks... https://quickbooks.intuit.com/payments/?sc=seq_intuit_pay_click_nav, https://community.intuit.com/articles/1516839-online-bill-pay-paying-bills. DirectConnect sets up this communication with your bank to receive transaction data, but can't actuate transfers or payments. Kudo's to everyone at Frost Bank in Texas, btw, for their great service. You can use the test drive for trials to ensure that your bank will be supported with DirectConnect. Unacceptable! When I try to use the Bank Feeds now I get a window that says the account has to be enrolled in "PNC Bank Direct Connect" and that there's an additional fee. Let me know if you have additional questions about the list of banks that work with DirectConnect. I am sure it has to do with starting with the most popular, largest banks so the most users get the benefit of the new connection. Find and select your duplicate transactions. Everything with my bank is successful (I even get an email from my bank saying the link happened). let me know if you did actually figure out how to actually set up "direct connect" so i can actually pay bills and transfer funds from within quickbooks online; which would be great. This isn't the kind of experience and service we want you to feel. Direct Connect allows you to access your account information, pay bills and transfer money from within QuickBooks®.". Im currently based in the UAE,Dubai would this mean quickbooks bank connect feature is unavailable to me? If not, what will happen after doing direct connect? Banks pay Quicken a fee to support the services that Direct Connect provides. This is still an ongoing issue and our engineers working together for the permanent fix. We are always here to help you. Ipod touch id or not my pnc quickbooks direct fee for. But, then when I click the "return to intuit" button, I get the following error message. c:\ProgramData\Intuit\QuickBooks 20yy\Components\OLB\branding\filist\fidir.txt contains a list of directconnect options. I've made many many calls and keep getting the same response that they are "working on it". This does clarify it somewhat; specifically "DirectConnect sets up this communication with your bank to receive transaction data, but can't actuate transfers or payments." Here is our tutorial showing you how to connect your desktop version of QuickBooks to your online banking. Checking Accounts. First, a request for data is sent to your bank by Quicken. This is an open investigation that has been raised by our banking engineers. At the prices we're being charges this is ridiculous. To do so: In addition, here's an article you can read to learn more about how you can exclude your transactions: Exclude Expenses from Downloaded Bank Transactions. Select the For Review tab. This article provides more information if you choose this route: https://community.intuit.com/articles/1145233-upload-more-than-90-days-of-bank-transactions-through-.... As far as DirectConnect, the test is the only way to determine if a bank is supported. If you have any questions, please contact us. Select Browse and choose the file you downloaded from your bank.4. This has been reported to our Online Banking Team to determine what's causing this issue. Direct Connect uses the OFX protocol to allow you to access your account information, pay bills, transfer money and send other instructions to SouthernTrust Bank from within QuickBooks®. Very poor customer service. We value your time doing with us, @meeshalee. If your region is not listed in the sample company test drive, you can use the free trial QBO account to check if this will allow you to search for your bank. Too bad other banks do not catch on. Their higher tier (Advantage) checking account costs $29.95 per month but includes Account Management (no annoying $15 per month) and a few other perks. Products, Track "Something unexpected happened and we can’t connect to PNC Bank - Business Banking. When I clicked on a "CALL BACK HELP" -- the rep that called me didn't seem to know there was an issue with PNC at first. Now, to my original question, how can I find out which banks support DirectConnect? For example, we know that Frost does not support DirectConnect but this test says: So based on this I would have opened an account at Frost only to find out that it actually won't connect via that method. Some banks track how many feeds you have connected to it, so be sure to only log in once you're in your own QuickBooks company.I hope you find this information helpful. We appreciate your patience while we're working on this matter. Thanks for reaching out, cdolajak.I can provide a way to determine if your business's bank will be supported with QuickBooks Online DirectConnect. In the meantime, you can follow a manual self-help troubleshooting steps to resolve bank errors. Now I am paying for a service that requires me to do the twice the work than if I didn't pay for this service. The only thing you lose with the personal account login is direct wire transfer capabilities (only on the Legacy side). Quicken® or QuickBooks® Direct Connect gives you quick access to connect directly to your bank accounts at Hancock Whitney Bank. Enter your ZIP code and we will create a personalized pricing page that you can print. This allows you to send money to vendors and contractors directly from QBO with bank transfer or check. We’ll take you to the bank site to reconnect, then return you here and get everything back on track. Part of online information into quickbooks direct fee for. ... then what do we do about ALL of the HOURS it will take? For Money-In transactions: You can receive payments on invoices you send using QuickBooks Merchant Services. Employees have to do double the work when Quickbooks  was suppose to have made it simple. You can exclude them in the Banking page. DirectConnect sets up this communication with your bank to receive transaction data, but can't actuate transfers or payments." Choose either Start messaging or Get a callback. * Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking. You have a nice day. As if this issue isn't causing enough wasted time, we get to go back and delete duplicate transactions for who knows how many months. I have clicked the banking tab and connect and found my bank applicable, does this mean quickbook bank connect is available towards me and my company and region? Let's not even begin to discuss that we are in the last month of the year, and will need to complete all of this in order to file out tax forms in January! While we are working to resolve this, you can manually import the transactions. With either solution, you'll be prompted to enter bank information during set-up. This is a major detraction with QBO that has been consistently ignored from the Intuit support team. Online Banking with Software utilizes the Direct Connect service to connect to Union Bank directly from Quicken or QuickBooks software. Peace out folks, I have absolutely no reason to return to this page. It is basically your big dogs banks, IE, Bank of America, Wells Fargo, Chase. In fact, when they came back, the same old transactions were there, far beyond what the bank said they would allow to be downloaded (January 2019). QuickBooks 2009 - 2012 for Windows® Account Conversion Instructions – Direct Connect to Direct Connect When the PNC Financial Services Group completes the acquisition of your RBC Bank USA accounts, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Both the WebConnect and DirectConnect bank listings in the QuickBooks online demo are highly inaccurate. https://community.intuit.com/articles/1145233-upload-more-than-90-days-of-bank-transactions-through-... https://community.intuit.com/articles/1297595-connecting-your-bank-account-to-quickbooks-via-direct-... https://www.bbt.com/online-access/financial-software/quickbooks.page, https://www.suntrust.com/small-business-banking/direct-connect, https://www.wellsfargo.com/online-banking/software/fees/, QuickBooks Desktop Year End Prep and Resources, QuickBooks Accountant Year End Prep and Resources, QuickBooks Online Year End Prep and Resources, See Maybe Intuit's engineers should focus on making the software work as-is BEFORE adding more bloat with additional useless features. Personalized Pricing page that you can manually upload the bank: what to do everything manually Cash Insight. 'M having the same issue ( it fails ) issue is already taken Care of our technical support to... 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