ID of Level 3 Parent: 1093

Quicken & QuickBooks Integration

Easily and effectively manage your finances — integrate the functionality of personal finance software with the convenience of Online Banking and Bill Pay.

 

Manage Your Accounts

  • Access your Independent Bank personal checking, savings, credit card, and most line of credit accounts through your software.
  • Transfer funds between your Independent Bank accounts.
  • Download information for your Independent Bank account(s) directly into your software — in just one click.
  • Order checks, stop payments, change your address, and other account services — just send an email request from within your software.

 

Pay Your Bills through Quicken

  • Pay bills to any company or individual in the U.S. through your software.
  • Set up recurring or one-time payments days, weeks, or even months in advance. (Please note that Quicken® for Mac does not support recurring payments.)

 

What You Need to Enroll

  • Quicken® software for Windows (current or prior two years) or Quicken software for Macintosh (2006-2007). Quicken Mac Essential (2010) is not supported due to limitations in the software’s online banking options. See the retirement page for exceptions.
  • A Independent Bank checking account.
  • Access to Independent Bank's online banking system; your username and password.

 

How to Enroll

  • Sign up for Independent Bank's Online Banking if you haven’t done so already.
  • Click here and fill out the informational form.
  • A customer service representative will then reach out to you via phone to confirm your identity.

 

After Speaking with Our Customer Service Representative

  • Open your Quicken software to enroll your account(s).
  • Select Independent Bank, TN as your Financial Institution.
  • Enter your Independent Bank Online username and the PIN number provided by our customer service representative.