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Business Online Banking

Direct Connect

QuickBooks® Integration

With Direct Connect you can securely download your account information through QuickBooks®


Activating your Fremont Bank accounts using Direct Connect is easy, it should take less than 10 minutes. Simply follow the instructions below; you will need your Fremont Bank Business Online Banking Access ID and Password.  

 


  1. Open your QuickBooks® on your computer and choose:
    • For QuickBooks® 2013 choose Banking menu > Online Banking Center.
    • For QuickBooks® 2014 or newer choose Banking menu > Bank Feeds > Bank Feeds Center.
  2. Search for and choose Fremont Bank Cash Management and click Continue.
  3. If prompted for connectivity type, select Direct Connect.
  4. Enter your Access ID, Password and click Connect.
  5. Link your bank account with the existing QuickBooks® account or create a new account and click Connect
  6. Repeat steps 1 – 5 for all accounts at Fremont Bank.

IMPORTANT: Verify that all transactions downloaded successfully into your account registers.

  1. Open your QuickBooks® on your computer and choose Banking menu > Online Banking Setup.
  2. Search and choose Fremont Bank Cash Management from the Financial Institution list and click Continue.
  3. Follow the instructions in the wizard. If prompted for connectivity type, select Direct Connect.
  4. The Online Banking Assistant window displays during setup. Select ‘Yes, my account has been activated for QuickBooks® online services’, then click Next.
  5. Enter credentials and click Sign In.
  6. For each account you wish to download into QuickBooks®, click Select an Account to choose the appropriate existing account register or create a new account.
  7. Click Next.
  8. Click Done.
  9. Add or match all downloaded transactions in the Downloaded Transactions window.

IMPORTANT: Verify that all transactions downloaded successfully into your account registers.


 

 

If you have any questions or need further assistance, please call Corporate Services at (866) 222-7215, Monday through Friday 9:00am to 6:00pm. 

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