How to Set Up Quickbooks DirectConnect
Sync Quickbooks® with WeStreet Accounts
Before you get started, make sure you have a WeStreet online banking account set up. You’ll need your WeStreet username and password to establish the connection.
- Go to the Banking page of your Quickbooks or Quicken account.
- Click the Add Account button.
- Quicken users will be prompted to Select an Account Type.
- Start typing “WeStreet” into the search bar that appears. If you can’t find WeStreet, search for Tulsa Federal Credit Union.
- Choose “WeStreet” from the list of financial institutions. If you can’t find WeStreet, choose Tulsa Federal Credit Union.
- Enter your Online Banking ID and Password. Your ID may be your member number or a username you previously chose for Online Banking.
- Select Connect. QuickBooks will connect to our Online Banking server.
- Select the Account you want to connect to QuickBooks.
- Select Finish after the process completes.