Pegasus Bank Direct Connect
Direct Connect is a service that allows Quickbooks® and Quicken® users to update their Pegasus Bank accounts(s) in Quickbooks and Quicken. Direct Connect integrates seamlessly with Pegasus Online Banking, and allows banking clients an automated way to download your company's online banking transactions in Quickbooks and Quicken. Direct Connect is a complimentary service provided by Pegasus Bank to our customers.
Features & Benefits
- No manual data entry: Download all of your transactions directly into QuickBooks, instead of typing them in hand.
- No duplicate transactions: Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
- Automatically reconcile date: Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- Easier to use: Direct Connect files may be automatically opened from within QuickBooks, which eliminates the need for you to search for files that have been downloaded.
- Pay your bills: Schedule one-time or repeating payments.
Note: you will need your Pegasus Bank Online Banking ID and Password to complete this process.
To set up Direct Connect, just follow these simple steps:
- Log into your Pegasus Online Banking account, hover over "Additional Services", select "Connectivity for Quickbooks and Quicken".
- Create your Direct Connect PIN.
Once you have created your Direct Connect password, click on the link below for instructions on how to link your Pegasus Bank Direct Connect Access to either Quicken or Quickbooks.