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Quicken® Direct Connect

BankFIRST now offers Direct Connect to download account information into Quicken® - the easiest way to organize your personal finances.

  • No manual data entry - Once you're set up, you can download all your transactions right into Quicken® - instead of typing them in by hand.
  • Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Direct Connect incorporates a special transaction matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Direct Connect files may be automatically opened from within Quicken® - eliminates the need for you to search for files that have been downloaded.

To access Direct Connect our system, you must first “deactivate” your account and then “reactivate” (within your software program) according to the listed instructions. Please click on the link that is appropriate to your specific software needs.

Information for Quicken 2007 customers

As of April 30, 2010, in accordance with the Quicken discontinuation policy, online services1 and live technical support will no longer be available for Quicken 2007 users. These services include online bill pay; downloading financial data from your bank, credit union, credit card, brokerage, 401(k), or mutual fund accounts; downloading stock quotes, news headlines, and other financial information into Quicken; uploading portfolio information from Quicken to Quicken.com; and providing access to the investing features on Quicken.com, including portfolio tracking, any watch lists you have created, One-Click Scorecard™, Stock Evaluator, and Mutual Fund Evaluator.

Quicken Personal Financial Software discontinuation dates:

- Quicken 2007 – April 30,2010

- Quicken 2006 – April 30, 2009

- Quicken 2005 – April 30, 2008

Quicken for Mac 2005- 2007 will continue to be supported through 2010

What you need to get started:

First, you will need to enroll in personal online banking

If you do not have BankFIRST Internet Banking, and you are a personal bank customer you may enroll for our free online service from the homepage.

Once you have your customer ID and password, you are ready to enable your accounts in Quicken ®.


For questions on using Intuit software:

For technical assistance in using Quicken or Quickbooks please visit Inuit's product support pages...

Quicken Support
Quickbooks® Support