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QuickBooks

Regal Financial Bank now offers you the ability to manage your bank transactions in QuickBooks 2005 or later for Windows systems. This is a free service that links your Online Banking account to the QuickBooks software using Web Connect and is the easiest way to organize your finances.


KEY ADVANTAGES OF QUICKBOOKS:

  • No manual data entry - Once you're set up, you can download all your transactions right into QuickBooks, instead of typing them in by hand.
  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Web Connect files may be automatically opened by QuickBooks directly from the Regal Financial Bank's Business Online Banking, which eliminates the need for you to search for files that have been downloaded.
  • Automatic account setup - Simply initiate a download to QuickBooks from Internet Banking, and QuickBooks sets up your accounts for you with your data already up to date.


To learn how to link your bank transactions with QuickBooks, go to the tutorial. Alternatively, you can download a PDF version.

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PO Box 21485 | Seattle, WA 98111 USA | tel: 1.800.888.1955 | email: info@regalfinancialbank.com

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