South Shore Bank now offers Direct Connect to download account information into QuickBooks®, which gives you the power to manage your business more effectively.
No manual data entry - Once you are set up, you can download all your transactions right into QuickBooks® - instead of typing them in by hand.
Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
No duplicate transactions - Direct Connect incorporates a special transaction matching algorithm that prevents the download of duplicate transactions.
Easier to use - Direct Connect files may be automatically opened from within QuickBooks®, which eliminates the need for you to search for files that have been downloaded.
To use Business Online Banking, you need to use an updated internet browser that supports 128-bit encryption and elevated Transport Layer Security (TLS). Check Your Browser Now
What You Need to Get Started
First, you will need a South Shore Bank Business Online Banking Access ID and Password. Not enrolled? Stop in at any branch to enroll or you may call 781-682-3240 or email bob at southshorebank dot com
Once you have South Shore Bank Access ID and Password, you are ready to enable your accounts in QuickBooks® Direct Connect.
Get help registering your South Shore Bank Online Banking with Quick Books® Direct Connect call 781-682-3240 or email bob at southshorebank dot com
Get help with Intuit QuickBooks® go to the Official QuickBooks® Support
Have questions? Need more information?
Contact our Commercial Banking Group through our Business Contact Us Form or call us at (781) 682-3240.
*You must purchase QuickBooks® in order to utilize the Online Banking feature. It is not supplied by the Bank. South Shore Bank cannot be held responsible for any product or service provided to you by QuickBooks®. This upload capability is provided solely as a convenience to you.