Skip to main content

Quicken®/QuickBooks®

Community XPress Banking has a direct connection to the Quicken® and QuickBooks® software. Search Financial Institutions for CommunityBank of Texas, N.A. (There is no space between CommunityBank.)

FEATURESDIRECT CONNECTION

All services available from within Quicken®; you don’t need to log in to your Financial institution website

X

You can use One Step Update to update multiple accounts during one session

X

Two way communication with your financial institution ( access to transfers money and bill pay)

X

Download transactions are automatically matched with existing transactions and new ones are entered into register

X

Quicken® or QuickBooks® can remember your log on information (Customer ID and Password)

X

You must set up service within Quicken® or QuickBooks® even if you log into your financial website

X

 

I WANT TO ACCESS MY ACCOUNT THROUGH QUICKEN® OR QUICKBOOKS®.  WHAT DO I NEED TO DO? 

You must have an online ID and Password for CommunityBank XPress Banking to access your accounts through Quicken® or QuickBooks®.

I GOT MY ID AND TEMPORARY PASSWORD, WHY CAN’T I JUST LOG INTO QUICKEN® OR QUICKBOOKS®? 

You must log into CommunityBank XPress Banking to set your password and accept the online agreement before you are able to access accounts through Quicken® or QuickBooks®.

MY PASSWORD IS STORED IN THE PASSWORD VAULT AND IT SAYS IT IS INVALID? 

You need to log onto XPress Banking your password may be expired. Once you update your password in XPress banking you will need to update your password in the password vault.

IF I ALREADY HAVE A WEB CONNECTION TO COMMUNITYBANK XPRESS BANKING HOW TO I UPDATE TO DIRECT CONNECT?  

You will need to select “One-Step Update” with nothing check marked, to update the financial institution directory.  Only one update can be done per day.  

TRANSFERS

Scheduled transfers are supported in Direct Connect but you cannot set up recurring transfers.  To set a recurring transfer you must log into XPress Banking. Transfers are not processed on Saturday and Sunday from Quicken® or QuickBooks® to do an immediate transfer on the weekend you must log into XPress Banking.  Transfer cutoff for Quicken® or QuickBooks® is 2:00 PM CST.

BANK-TO-BANK TRANSFERS

Bank-to-Bank Transfers are not supported in Quicken® or QuickBooks®.

BILL PAY

One time Payments are supported but recurring and variable payments are not supported in Quicken® and QuickBooks®.  If you wish to set recurring or variable Bill Pay you must log into XPress Banking.  Bill payments are subject to the cut off time frame for the bill pay company of 2:00 AM CST and 12:00 Noon CST.

You cannot edit payments from within Quicken® or QuickBooks® after an Update Transactions has been run.  You will need to log onto XPress Banking to make changes to pending payments.

Payees entered through Quicken® or QuickBooks® will default to check payment. 

Payees entered through Quicken® or QuickBooks® will not display on XPress Banking payee list until a payment is made.

Payees from a customer’s previous bank or provider will not convert to XPress Banking bill pay.

E-STATEMENTS

You must log into XPress Banking to enroll in E-Statements.

MOBILE BANKING

You must log into XPress Banking to enroll in Mobile Banking.

STOP PAYMENTS

You must log into XPress Banking to enter a stop payment.

CANCEL DEBIT CARD

You must log into XPress Banking to cancel a debit card.

External Link Disclaimer

You are now leaving the CommunityBank of Texas website. CommunityBank of Texas (including its directors, shareholders, employees, and affiliates) is not liable or responsible for the content, information, security, or failure of any products or services promoted or advertised on this third party site.

Continue

×

Email Disclaimer

Notice: Because there is a risk that information transmitted via Internet email could fall into the wrong hands, CommunityBank of Texas suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. Instead, please contact CommunityBank of Texas directly at your nearest bank branch.

Continue

×