Reconciliation of your business accounts has never been easier. With the click of a button, account activity from your Sunwest Bank checking, savings and money market accounts appears automatically in your QuickBooks® software.
After you connect your bank account, QuickBooks Online downloads up tp 90 days of transactions automatically at login.
Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions. QuickBooks Online learns your categorizations and reconciles transactions for you.
Never worry about saving your file to a USB drive. QuickBooks Online is backed up automatically with bank-level security.
Consolidate account data of all your SVB banking relationships and add the functionality of your favorite financial/accounting management apps.
Use the search bar under the “Direct Connect” tab to find the Sunwest Bank option and click.
Login to your bank account through the Sunwest Bank portal.
Select which of your Sunwest accounts your would like synced with your accounting software.
Your Sunwest Bank account is now connected to your accounting software!