How to Establish a Connection to QuickBooks¶
- In QuickBooks, choose Lists menu > Chart of Accounts.
- Right-click on an account you would like to activate and choose Edit Account.
- Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
- Search American Riviera to select American Riviera Business WC (Web Connect) or American Riviera Business DC (Direct Connect), then select Continue.
- Enter your Direct Connect credentials.
- Ensure you associate the accounts to the appropriate accounts already listed in QuickBooks. Link to your existing accounts in the drop-down options labeled Select Existing or Create New.
Important: Do NOT select “Create New Account” unless you intend to add a new account to QuickBooks. If you are presented with accounts you do not want to track in this data file, choose Do Not Add to QuickBooks. - After all accounts have been matched, click Next and then click Done.
How to Reestablish a Connection to Quicken¶
- In Quicken, choose Tools > Account List.
- Click Edit on the account you want to activate.
- In Account Details, click Online Services and then choose Set up Now.
- Search American Riviera to select American Riviera WC (Web Connect) or American Riviera DC (Direct Connect), then click Continue.
- Enter your Online Banking credentials.
- Ensure you associate the accounts to the appropriate accounts already listed in Quicken.
- Select Link to an existing account and select the matching accounts in the drop-down menu.
Important: Do NOT choose “Create a new account” unless you intend to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, choose Ignore – Don’t Download into Quicken or click Cancel. - After all accounts have been matched, click Next and then Done.
Getting Started Guides¶
QuickBooks Guide_Self Employed
Connectivity Getting Started Guide_QuickBooks for Windows
Connectivity Getting Started Guide_QuickBooks for MAC
Connectivity Getting Started Guide_Quicken for Windows
Connectivity Getting Started Guide_Quicken for MAC
