Connecting and authorizing accounts for Intuit®/Quicken® with Direct Connect
Banno end users use this Direct Connect option to authorize specific connections to their accounts, with the additional security granted by Banno's two-factor authenticated login.
This functionality is only available to desktop applications and does not apply to online products such as QuickBooks® Online, Mint, TurboTax Online, etc.
Note: If you want to allow your end users to select which connections from Intuit® applications to allow, Banno must configure that option for you. To find out more or to enable this option, create a case on the For Clients site.
Connect your bank account by setting up
a bank feed in the Intuit® or Quicken® application.
- Find the option to set up a bank feed in the application.
- Find your bank, enter your online banking credentials in the application, and follow all the steps provided.
Enter the username and password credentials for the Banno account.
Note: This action initiates the session for your application. This initial connection fails with a generic error message. This error is expected and you can still continue to the next step.
Authorize the connection in Banno Online.
- Log on to Banno Online.
- Select the end-user profile avatar from the main Banno Online menu, and then select Settings.
- Select Security.
In the Direct Connect section, select
A list of applications with attempted connections to the end user's account appears.
Locate the connection that the end user attempted to connect previously in the Intuit® or Quicken® application.
Tip: Multiple connections could be listed, so be sure to look for the right one.
- Select the correct connection, and then select Approve.
Finish the process in the Intuit® or Quicken®
- Restart the application.
- Repeat all the substeps in step 1 to add the institution again and complete the connection.
- When the list of bank accounts appears, select the desired options for any in the Quickbooks accounts column.