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Quicken® and Quickbooks®

Money management made easy. Download all of your transactions from Online Banking into your Quicken1 software.

Using Quicken

South State’s Online Banking2 supports Quicken and QuickBooks financial software to manage your finances. You have two options for downloading your transactions, Direct Connect and Web Connect. Both options are available at no charge.

Direct Connect

Direct Connect allows you to automatically update your transactions through Quicken or QuickBooks without having to download and import a file manually. If you want to download all of your transactions in one fast, easy step then Direct Connect is for you.

What you need to set up Direct Connect:

  • Online Banking Access ID (Quicken may refer to this as the Customer ID)
  • Online Banking Password (Quicken may refer to this as a PIN)

If you are not currently enrolled in Online Banking, enroll now or contact one of our personal bankers at (800)277-2175.

Web Connect

Web Connect allows you to download your transactions from Online Banking and then import them in to your Quicken or QuickBooks software. If you want to be selective as to which transactions are downloaded into Quicken, Web Connect gives you that flexibility.

What you need to set up Web Connect:

  • Online Banking Access ID (Quicken may refer to this as the Customer ID)
  • Online Banking Password (Quicken may refer to this as a PIN)

If you are not currently enrolled in Online Banking, enroll now or contact one of our personal bankers at (800)277-2175.