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.)
FEATURES | DIRECT CONNECTION |
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All services available from within Quicken® or QuickBooks®; you don’t need to log in to your Financial Institution's website. |
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You can use One Step Update to update multiple accounts during one session. |
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Downloaded transactions are automatically matched with existing transactions and new ones are entered into register. |
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Quicken® or QuickBooks® can remember your log in information (i.e., Customer ID and Password). |
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You must set up service within Quicken® or QuickBooks® even if you log in to your Financial Institution's website. |
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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 have my ID and password, why can I not just log in to Quicken® or QuickBooks®?
You must log in to 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. What do I need to do?
You need to log in to 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 do I update to direct connection?
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.
How can I pay bills through Quicken® or QuickBooks®?
Bill Pay feature is not available in Direct Connect for Quicken® or QuickBooks® customers. You will need to login to the online banking system to make bill payments.
How can I transfer funds within Quicken® or QuickBooks®?
Scheduled transfers are supported in Direct Connect, but you cannot set up recurring transfers. To set a recurring transfer you must log in to 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 in to XPress Banking.
Are Bank-to-Bank Transfers available through Quicken® or QuickBooks®?
Bank-to-Bank Transfers are not supported in Quicken® or QuickBooks®.
How can I enroll in E-Statements?
You must log in to XPress Banking to enroll in E-Statements.
How can I stop a payment?
You must log in to XPress Banking to enter a stop payment.