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Quicken®/QuickBooks®

As CommunityBank of Texas completes its Bill Pay system upgrade, you will need to modify your financial management software settings to ensure the smooth transaction of your data. Please reference your respective software guide below or within Online Banking. This information is time sensitive and you will need to complete a final download before 12:00pm Central on Monday, November 27, 2017. Thank you in advance for making these important changes.

Quicken for Mac 2015 - 2017 Conversion Instructions for Direct Connect

Quicken for Mac 2015 - 2017 Conversion Instructions for Express Web Connect

Quicken for Mac 2015 - 2017 Conversion Instructions for Web Connect

Quicken for Windows Conversion Instructions for Direct Connect

Quicken for Windows Conversion Instructions for Express Web Connect

Quicken for Windows Conversion Instructions for Web Connect

QuickBooks for Mac Conversion Instructions for Direct Connect

QuickBooks for Mac Conversion Instructions for Web Connect

QuickBooks for Windows Conversion Instructions for Direct Connect

QuickBooks Online Edition Conversion Instructions for Express Web Connect

QuickBooks for Windows Conversion Instructions for Web Connect

Mint Conversion Information 

 

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® 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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Two-way communication with your Financial Institution ( e.g., access to transfer money and bill pay).

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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 GOT MY ID AND TEMPORARY PASSWORD, WHY CAN’T I 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 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.  

HPW 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. Transfer cutoff for Quicken® or QuickBooks® is 2:00 PM CST.

ARE BANK-TO-BANK TRANSFERS AVIALABLE THROUGH QUICKEN® OR QUICKBOOKS®?

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

HOW CAN I USE BILL PAY WITHIN QUICKEN® OR QUICKBOOKS®?

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

You cannot edit payments from within Quicken® or QuickBooks® after an Update Transactions has been run.  You will need to log in to 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.

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.

External Link Disclaimer

You are now leaving the CommunityBank of Texas, N.A. website. CommunityBank of Texas, N.A. (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.

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Email Disclaimer

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

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