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Business Services » Online Services » QuickBooks® Direct Connect

QuickBooks® Direct Connect

Truliant Federal Credit Union now offers Direct Connect to download business account information into QuickBooks®.

Direct Connect is an easy way to organize your business finances and allows you to spend more time managing your business and less time tracking your accounts.

  • Access your Truliant business checking, savings, money market, and certificate accounts through your QuickBooks software at no charge.
  • Transfer funds between your Truliant business accounts.
  • Download your Truliant business account information directly into your QuickBooks software so that you can automatically reconcile transactions.

What You Need

  • Truliant Business checking, savings, money market or certificate account
  • Truliant Online Banking account
  • QuickBooks 2004-2006
  • PIN number or password for Direct Connect to download your transactions into QuickBooks. Register now for Direct Connect if you don't have a PIN.
  • Routing Transit Number (ABA): 253177832
  • Account numbers for your Truliant accounts. Account number is in the format Member Number-Account Type (i.e. 1234560-1). The account type can be found in Online Banking - 1 for savings, 2 for checking, etc.

How To Get Started

Download the Getting Started Guide for your version of QuickBooks for step-by-step instructions and to get started today.
Getting Started Guide for QuickBooks 2005,2006
Getting Started Guide for QuickBooks 2004


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