Quicken and QuickBooks

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:

1. Choose Lists menu > Chart of Accounts.
2. Right-click on the first account you would like to deactivate and choose Edit Account.
3. Click the Bank Feeds Settings tab in the Edit Account window.
4. Select Deactivate All Online Services and click Save & Close.
5. Click OK for any alerts or messages that may appear with the deactivation.
6. Repeat steps for any additional accounts that apply.

STEP TWO: Reconnect online banking connection for accounts that apply:

1. Choose Lists menu > Chart of Accounts.
2. Right-click on an account you would like to activate and choose Edit Account.
3. Select Set Up Bank Feeds on the bottom of the popup screen and select Yes in the dialog box that will appear.
4. Search American Riviera to select American Riviera Business WC (Web Connect) or American Riviera Business DC (Direct Connect), then select Continue.
5. Enter your Direct Connect credentials.
6. 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.
7. 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.

1. Choose Tools > Account List.
2. Click Edit on the account to deactivate.
3. In Account Details, click Online Services.
4. Click Deactivate. Follow prompts to confirm deactivation.
5. Click the General tab.
6. Delete Financial Institution and Account Number information. Click OK to close window.
7. Repeat steps for any additional accounts that apply.

STEP TWO: Reconnect the online banking connection for your accounts.

1. Choose Tools > Account List.
2. Click Edit on the account you want to activate. 
3. In Account Details, click Online Services and then choose Set up Now.
4. Search American Riviera to select American Riviera WC (Web Connect) or American Riviera DC (Direct Connect), then click Continue.
5. Enter your Online Banking credentials.
6. Ensure you associate the accounts to the appropriate accounts already listed in Quicken.
7. 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.
8. 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