QuickBooks® & Quicken® integration

Westfield Bank is excited to provide online banking customers the convenience and security of QuickBooks & Quicken integration.

Once installed, QuickBooks & Quicken will be seamlessly integrated with your online banking Bill Pay feature, giving you the power to manage your account(s) quickly and more effectively.


Benefits include:

  • Direct access to your account:  Westfield Bank Bill Pay information can be automatically opened from within QuickBooks & Quicken.
     
  • Automatically downloaded data:  Once you’re set up, you can download all your transactions right into QuickBooks & Quicken - instead of typing them in by hand.
     
  • Automatically reconciled data:  Complete transaction and balance information makes categorization and account reconciliation easy.
  • No duplicate transactions:  The transaction-matching algorithm prevents the download of duplicate transactions.
     
  • Ability to transfer funds between accounts:  Transfer funds between your Westfield Bank account(s) right from QuickBooks & Quicken.


Getting set-up:

For instructions on integrating QuickBooks & Quicken into your Westfield Bank account, click below.

Open Chat Console