Q: Will Intuit services like QuickBooks and Quicken be affected?
A: For our clients’ convenience, Signature Bank currently participates in Intuit’s OFX connectivity program which supports connectivity to QuickBooks and Quicken through two methods:
A: For our clients’ convenience, Signature Bank currently participates in Intuit’s OFX connectivity program which supports connectivity to QuickBooks and Quicken through two methods:
- Web Connect – clients download files from Online Banking and manually import into QuickBooks/Quicken
- Express Web Connect – clients can provide Online Banking credentials to automatically import transactions to QuickBooks/Quicken
We’re happy to share that connectivity between Intuit Quicken/QuickBooks and Signature Bank Online Banking has been reestablished.
Intuit has started updating their systems to enable reconnection, and some clients are already successfully importing transactions. However, since Intuit’s updates are applied gradually across different servers, some users may still face delays. If you’re unable to connect, we recommend reaching out to Intuit Support to expedite the update for your connection.
Steps to Reconnect Your Accounts
To use Quicken/QuickBooks with our upgraded online banking platform, action is required on your part:
To use Quicken/QuickBooks with our upgraded online banking platform, action is required on your part:
Log in and set up Two-Factor Authentication
Ensure you’ve logged into the new platform and established a Two-Factor Authentication method.
Use Express Web Connect to sync automatically
Delete the old connection in Quicken/QuickBooks.
Create a new connection using your Signature Bank Online Banking username and password.
Log into Signature Bank Online Banking and approve the connection in Personal Settings > Security > Manage Direct Connect.
Download transaction files directly from our platform
Navigate to the account you want to download from.
Click the download icon (arrow pointing down) and choose the file type needed (.QBO, .IIF, .QFX).
Note: You’ll now use the upgraded platform (not the old Cash Management feature) for downloads.
Manual CSV Download (Optional)
If you prefer, you can download transaction data as a CSV file and manually import it into Quicken/QuickBooks. See an example below.
Intuit Resources
Connections in Online Banking
After creating the connection request, you must approve the request from within Online Banking by navigating to:
My Profile > Account Settings > Security > Direct Connect
My Profile > Account Settings > Security > Direct Connect
How do I manually download the CSV file from the new Online Banking platform?
Are there additional resources that I should reference?
Articles
- Quickbooks
- Quicken
- Templates
- Videos
- Quickbooks
- Quicken
- Web Connect
How do I download the Authy authenticator app?
Support and Assistance
For assistance, contact us at 419-841-7773 or onlinebanking@signaturebankna.com.