Manage your Finances

Link your Englewood Bank & Trust account to QuickBooks or Quicken.

QuickBooks® and Quicken® are two of the most widely used programs in the world for a reason. Connecting them with your bank account can help you see where your money went and plan for where you want it to go. Work toward your financial goals by doing more with your favorite financial management tools.

manage Your Account with Your Favorite Financial Management Software  

  • Web Connect: Download account transactions from Online Banking and import them into Quicken.
  • Express Connect: Quicken communicates directly with the bank on your behalf. You don’t need to log into Online Banking and manually download transactions.
  • Transaction Download Widget: Easily download bank account transactions and import them into your QuickBooks software! 

Note: If you do not see the Transaction Download Widget, click “More” and then click “Widget Options” to add it.

The Web Connect and/or Express Connect with Quicken services allow you to conveniently access your accounts directly through your Quicken software. Download account activity and complete account transfers.

The Transaction Download Widget simplifies downloading multiple account transactions so that you can add them to your QuickBooks software.

Click here to see how it works!

Payments made within Online Banking Bill Pay will be included in your transaction history once they have cleared your account and will be downloaded to your accounting software for reconciliation purposes.

Are You Having Trouble Reconnecting?

Check out our Quicken and QuickBooks Help Guide.

Learn More