Direct Connect - Sunwest Bank
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Direct Connect

Sunwest Bank is excited to offer Direct Connect for QuickBooks®!

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!