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Actions to Take

Actions to Take

You will have access to Business Link for a short period of time as you become familiar with Treasury Navigator. Please carefully review the information below for important details and actions you may need to take before your Business Link access is disabled. We will provide you advance notice before your access is disabled.

Print and/or save any history you may need for the following:

  • Transactions
  • Check Images

Download your transactions from Quicken® or QuickBooks®.


Transaction History and Check/Deposit Images
At least 60 days of transaction history will be available within Treasury Navigator. In addition, 180 days of check and deposit images will be available. We encourage you to print and/or save any additional history  you think you may need before your Business Link access is disabled.


Loans
At least 60 days of loan transaction history will be available within Treasury Navigator. We encourage you to print and/or save any additional history you think you may need  before your Business Link access is disabled.


Quicken/Quickbooks
You will need to download your transactions from QuickBooks before your Business Link access is disabled. We recommend you download your transactions prior to logging in to Treasury Navigator for the first time.

Quickbooks
When logging in to Treasury Navigator for the first time, you will need to update your Financial Institution to connect to South State Bank – Treasury Nav. In order to do this, you will first have to disconnect South State Bank Business within Quickbooks.

For detailed instructions, please select one of the reference guides below:

Please note you will be able to download six months of QuickBooks history out of Treasury Navigator.