With Direct Connect, QuickBooks ® or Quicken ® automatically imports transactions from Online Banking. This option doesn’t allow you to pay bills via PFM.
You can download up to 3 months of activity. You'll be able to select a time range to download activity. Web Connect allows users to login to Marblehead Bank Online Banking and select the Download option to export data from Online Banking to your QuickBooks ® or Quicken ® Software. What is the difference between Web Connect and Direct Connect? Direct Connect will only download items posted to accounts and won't show any pending items. Transactions can be downloaded Tuesday–Saturday. The information in Direct Connect is updated every morning with activity from the previous day. When is the information in Direct Connect updated? If you have forgotten or misplaced this info, please call our Customer Care Department at 78, Mon. Your Customer ID was provided to you at the time of enrollment.
What is the Marblehead Bank routing number and Customer ID that my software requires?
With the click of a button, you can update your QuickBooks ® or Quicken ® account register with your Marblehead Bank checking, savings and money market account activity or transfer money between those accounts.ĭirect Connect is not available for QuickBooks Online ® versions Reconciliation of your accounts has never been easier. Exported account information from Marblehead Bank will immediately appear in your QuickBooks ® or Quicken ® software. Direct Connect is the portal through which you can automate the process for updating your QuickBooks ® or Quicken ® accounting software.