Business Account Management
Quicken® & QuickBooks®
Important Enrollment Instructions Below
If you are using Quicken®, QuickBooks®, or Mint®, you may be accustomed to downloading transactions by connecting to one of Happy State Bank’s Connect services: Web Connect or Direct Connect. Happy State will continue to offer transaction downloads, but…
Please update your accounts to the Centennial Bank connection option. See visuals below.
Update QuickBooks® Connection
Connection Instructions (Update to Centennial Bank)
Quicken®
- Select Settings
- Select Account
- Delete existing Happy State Bank Account
- To add your accounts back you will select “Add Account” and look for Centennial Bank (my100bank.com) and follow the prompts.
Please download your relevant instructions for details.
IMPORTANT USER DOCUMENTS BELOW
Below is a list of instructions based on your software (Quicken®, QuickBooks®, Mint®) and bank connection method (Web Connect or Direct Connect).
When and how to deactivate from your old Happy State Bank connection service
When and how to activate your new Happy State Bank connection service
How to deal with post-conversion issues
User Documents
Cash Management User Documents
Software + Direct Connect
Quicken® for Windows – Direct Connect
QuickBooks® for Windows – Direct Connect
QuickBooks® for Mac – Direct Connect
Quicken® for Mac – Direct Connect
Software + Web Connect
QuickBooks® for Windows – Web Connect
Quicken® for Windows – Web Connect
Online Banking User
Software + Direct Connect
Quicken® for Windows – Direct Connect
Quicken® for Mac – Direct Connect
QuickBooks® for Windows – Direct Connect
QuickBooks® for Mac – Direct Connect
Software + Web Connect
Quicken® for Mac – Web Connect
QuickBooks® for Windows – Web Connect