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This information is provided to assist you in supporting your customers through the account setup process for online banking. For more detailed information, access each products Help system by selecting the Help menu and searching for Getting Started.

Direct Connect
Quicken for Windows-Banking Quicken for Windows-Investing Quicken for Mac-Banking Quicken for Mac-Investing QuickBooks Windows
Account Info
2006 |
2007 - 2008 |
2009

No Account Info
2006 |
2007 - 2008 |
2009
Account Info
2006 |
2007 - 2008 |
2009

No Account Info
2006 - 2007 |
2009
Account Info
2006 | 2007


No Account Info
2006 - 2007
Account Info
2006 | 2007
Direct Connect only FI
2006 - 2007 |
2008

Direct Connect & Web Connect FI
2008

Web Connect
Quicken for Windows-Banking Quicken for Windows-Investing Quicken for Mac QuickBooks for Windows QuickBooks for Mac
2005 - 2006
2007 - 2008
2009
2006
2007 - 2008
2009
2006 | 2007
2006 - 2008 2006 - 2007

Note: Account Info is a technical feature which, when enabled on your financial institution's OFX server, will provide every online account and its associated account information to your customers once they enter their ID and PIN. This greatly reduces manual entry errors when setting up accounts.
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