We are happy to provide you with Web Connect options to assist you in downloading your account data to your Quicken® or QuickBooks® program.
QuickBooks® or Quicken® Web Connect
The Web Connect service is an on demand update for your Quicken® or QuickBooks® software that is completed by you at your convenience from TSB Online Banking. Simply sign in to export transactions directly from your account history and import them into your QuickBooks software. NOTE: This is the most secure process for maintaining your Quicken software as you do not have to share your internet banking User ID and Password with the Quicken® or QuickBooks® software.
QuickBooks® or Quicken® Direct Connect
Direct Connect for Quicken® or QuickBooks® software can be setup through Self-Enrollment. This may be accomplished by logging into TSB Online Banking, choose the Service Center icon, and then choosing Quicken® and QuickBooks® under the Online Banking Services option.
On Monday, March 5, 2018, TSB will be updating our connections with Quicken® and QuickBooks®. To continue using these products, you will need to complete an account deactivation and reactivation process through Quicken® and/or QuickBooks® on or after the 3/5/18 conversion date.
Instructions on this process are as follows:
Please note that there is a chance that transaction data may be duplicated when your new account is setup. Detail instructions on how to correct any duplicate data can be found here: Troubleshoot Post Conversion
If you have forgotten your password, the "Forgot Password" feature will allow you to Sign In and change your password.
To change your password, follow these steps:
Once your password has been changed, you will receive immediate access to your online banking. If you have questions regarding these steps, please contact our Help Line: 866-987-7603.
In order for your browsing experience to be enjoyable, your browser must be compatible with our list of supported browsers. Please see our list of Supported Browsers.
Your browser saves a copy of Web pages you access in a special folder called a cache. Sometimes an older version of the Log In page is still in the cache and your browser does not load the new page when you try to log in. Try emptying your cache. (See your browser help for instructions on emptying the cache or clearing the history.) Then close and reopen your browser and try logging in again.
To clear your cache in Internet Explorer:
Your registration may still be pending or your registration has been delayed. Please try again later. If the problem persists, please contact Customer Service for assistance at Help Line: 866-987-7603.