Climate First Bank Business User Help Guide

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Set Up an Account for Online Banking (Direct Connect)

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In the Tools tab, click Add Account . 1. Click the type of account you want to set up..

2. After you choose the type of account you want to add, you will see the financial institution selection screen. Type Climate First Bank to filter the list. 3. When Climate First Bank appears in the filter results, click it and click Next. 4. Quicken will now display a login screen: type your Direct Connect credentials and follow the prompts to add your accounts to Quicken 2018.

Note : Be sure to select the correct financial institutions becuase some may appear more than once. If you have questions about which listing to choos for Direct Connect, please contact your financial institution.

Reports and Exporting Data: Quicken Data Files