Direct Connect with Quicken® or QuickBooks® for Business
Direct connect your Community Bank of Pleasant Hill accounts with your Quicken® or QuickBooks® to make the process of managing your finances a piece of cake.
By connecting your financial management software and your bank account, transactions will NOW automatically import, saving you the time and effort! No more entering in data manually!
How do I set this up?
While logged into Quicken® or QuickBooks®, simply search the banking feeds.
- For personal online banking users select CBPH Direct.
- For business online banking users select CBPH Business Direct.
We are happy to provide this direct connectivity to our clients FREE of charge who utilize Quicken® or QuickBooks® software.*
Please let us know how we can help get this new feature set up, by contacting us by email or call at 816-540-2525.
*Disclaimer: QuickBooks® and the QuickBooks® logo are registered trademarks of Intuit, Inc., used under license. Community Bank of Pleasant Hill does not deliver and is not responsible for the products, services or performance of Intuit, Inc. Internet access may be required. Internet service provider fees may apply. Software is not provided by the Bank and some versions of Quicken® or QuickBooks® may not include direct connect. For further questions or information, please contact your Quicken® or QuickBooks® representative.