Direct Connect by Intuit®
Direct Connect creates a secure, direct link between your Orange Bank & Trust accounts and your Intuit accounting software with no file downloads required.
With Direct Connect, you can:
- Automatically download transactions into QuickBooks® or Quicken®
- View near real‑time account balances and activity
- Transfer funds, pay bills, and reconcile accounts directly within your software
- Benefit from encrypted data transmission for enhanced security
This option is ideal for users who want automated updates and minimal manual effort.
Web Connect
Prefer more hands‑on control? Web Connect allows you to download account activity from Online Banking and upload it directly into your Intuit accounting software.
Available file formats include:
- QuickBooks® (QBO)
- Quicken® (QFX)
- Microsoft® OFX
- Excel® (CSV or XLS)
Web Connect is a great choice for users who prefer managing imports manually or whose accounts do not support Direct Connect.
Key Benefits of Both Options
No matter which option you choose, you’ll enjoy:
- Less manual data entry – Automatically sync or easily upload transactions
- Simplified reconciliation – Complete transaction and balance details in one place
- Fewer errors – Advanced transaction matching helps prevent duplicates
