There are three connectivity types across QuickBooks, Mint and Quicken:
Web Connect¶
- Begin in Online Banking
- Download a .qbo (QuickBooks) or .qfx (Quicken) file to import into QuickBooks or Quicken
- Works with QuickBooks Desktop, QuickBooks Online and Quicken
Direct Connect¶
- Begin in QuickBooks/Quicken
- Once established, do not need to login directly to Online Banking
- Works with QuickBooks Desktop and Quicken
Express Web Connect (Aggregation) ¶
- Begin in QuickBooks/Quicken
- Once established, do not need to login directly to Online Banking
- Works with QuickBooks Desktop and Quicken
How to Reestablish a Connection to QuickBooks¶
STEP ONE: Deactivate online banking connection for accounts connected to American Riviera Bank:
- Choose Lists menu > Chart of Accounts.
- Right-click on the first account you would like to deactivate and choose Edit Account.
- Click the Bank Feeds Settings tab in the Edit Account window.
- Select Deactivate All Online Services and click Save & Close.
- Click OK for any alerts or messages that may appear with the deactivation.
- Repeat steps for any additional accounts that apply.
STEP TWO: Reconnect online banking connection for accounts that apply:
- 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¶
STEP ONE: Deactivate online banking connection for accounts connected to American Riviera Bank that is requesting this change.
- Choose Tools > Account List.
- Click Edit on the account to deactivate.
- In Account Details, click Online Services.
- Click Deactivate. Follow prompts to confirm deactivation.
- Click the General tab.
- Delete Financial Institution and Account Number information. Click OK to close window.
- Repeat steps for any additional accounts that apply.
STEP TWO: Reconnect the online banking connection for your accounts.
- 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
