Summit Bank : offers advanced integration with Quickbooks

In today's evolving nancial realm, businesses seek ef ciencies through automation and integration. Introducing Direct Connect, which gives business online banking users the ability to download account information into QuickBooks®. Direct Connect gives our clients the power to manage their business or nances more effectively.

BENEFITS OF DIRECT CONNECT:

• No Manual Data Entry - Purchase QuickBooks®, an Intuit solution. Then, 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.

• Easy to Use - Direct Connect les may be automatically opened from within QuickBooks®, which eliminates the need for you to search for les that have been downloaded.

GET STARTED

Current QuickBooks® users can now select Summit Bank from their Intuit software for
a real-time inter-connectivity. Users can now securely interact with their account(s)
to download nancial information directly from QuickBooks. To nd us, from your software's Banking tab, select Online Banking Setup. Choose Summit Bank as your nancial institution. We are listed as Summit Bank (OR). Follow the prompts and you're ready to go.