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2017

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Presidential News

QuickBooks® Web Connect is Now Available

11/7/2017
 

Presidential Bank now offers Web Connect to download account information into QuickBooks®, which gives you the power to manage your business more effectively. 

  •  No manual data entry - Once you're set up, you can download all your transactions right into QuickBooks®—instead of typing them in by hand.

  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.

  •  No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  •  Easier to use - Web Connect files may be automatically opened by QuickBooks® directly from the  Presidential Online Banking website, which eliminates the need for you to search for files that have been downloaded.
  •  Automatic account setup - Simply initiate a download to QuickBooks® from the Presidential Online Banking website, and QuickBooks® sets up your accounts for you—with your data already up to date. 

What you need to get started

First, you will need a Customer ID and Password.  With Web Connect, your Customer ID and Password are the same as the ones you use to login to Presidential Online Banking.

Not yet enrolled for Personal Online Banking? Click to Enroll Now.  Business Customers, click here to learn more about Online Business Banking.
Once you have this information, you are ready to enable your accounts in QuickBooks®.