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Direct Connect Implementation Steps
About Direct Connect
Direct Connect refers to two-way connectivity between your financial institution's OFX server and Quicken or QuickBooks.
Direct Connect uses the OFX protocol to allow your customers to access their account information, pay bills, transfer money and send other instructions to your institution from within Quicken or QuickBooks.
Downloaded transactions are automatically matched with existing transactions and new ones are entered into the register.
Previously downloaded transactions are filtered out so duplicates are not created.
Direct Connect features One-Step Update, the fastest, easiest way for customers to connect with your financial institution.
Implementing Direct Connect
The process for implementing Direct Connect is broken into seven phases, each encompassing a number of steps critical to a successful implementation. The seven phases are:

Step 1: Kickoff
Your Intuit OFX Implementation Manager will organize a call with your team to review and discuss the overall project. This discussion will include a review of our Branding Server, the Implementation Process as well as detailing important resources to assist your organization in offering this connectivity to your customers. If you have questions about an Implementation or if you would like to work with an Implementation Manager through this process please contact us here.

Step 2: Develop
To assist you in developing your OFX Server. We have made available a number of documents and tools to help in your coding. Please go here for additional resources.

Step 3: Server QA Test
During the Server QA(SQA) phase of the project, your OFX Server and backend host system(s) will be validated for OFX Compliance.

Step 4: Client Test Preparation
We will make sure you are preparing the questionnaires, setting up your SSL Certificate and creating the test accounts needed for our client testing.

Step 5: Acceptance Testing
Often referred to as the Financial Institution Acceptance Test (FIAT) phase, this phase is where the Intuit quality assurance team verifies the functionality of your server as it integrates with Quicken and/or QuickBooks.

Step 6: Launch
Once FIAT is complete, your branding presence is moved to our production branding server. Once in production, your customers can utilize Direct Connect functionality. Your financial institution branding information will be listed within Quicken and/or QuickBooks. Assistance from your Implementation Manager is available for a short time after production launch to answer questions you may have.

Step 7: Support
Assistance from Intuit continues beyond your production launch and is available in several different forms. Product and technical support training is highly recommended and monthly updates are provided with information regarding Intuit products.

Select one of the links above for detailed information about each implementation phase.