Direct Connect
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.
Manage your money more effectively by integrating you Sunwest Accounts with QuickBooks®
Automate data entry
After you connect your bank account, QuickBooks Online downloads up tp 90 days of transactions automatically at login.
Organize expenses
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.
Safe and secure backups
Never worry about saving your file to a USB drive. QuickBooks Online is backed up automatically with bank-level security.
Aggregate account information for greater efficiency
Consolidate account data of all your SVB banking relationships and add the functionality of your favorite financial/accounting management apps.
Getting started is easy
1. Login to Quickbooks Online
Login to your Quickbooks Online account.
2. Search for Sunwest Bank
Use the search bar under the “Direct Connect” tab to find the Sunwest Bank option and click.
3. Login to your Sunwest Bank account
Login to your bank account through the Sunwest Bank portal.
4. Select accounts to connect
Select which of your Sunwest accounts your would like synced with your accounting software.
5. Complete
Your Sunwest Bank account is now connected to your accounting software!