Note: If you do not see one of your accounts you would like to integrate, please contact Peoples Independent Bank by phone, or send us a secure message within online banking and request access. Once selected, the transactions and account balance information will be imported into QuickBooks® Online. You can select the accounts you would like to be imported into QuickBooks®Online. Once this is complete, you will be presented with a list of the accounts you normally see in online banking.You will be prompted to enter your Peoples Independent Bank Online ID and Password on the consent screen.Access your QuickBooks® Online account and from the list of available banks in “bank feeds”, select Peoples Independent Bank.
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How to integrate Online Banking in QuickBooks Online Not using QuickBooks® Online? If you are already a QuickBooks® Desktop user, there are procedures available for you to export transactions from our online banking and import them into QuickBooks® Desktop (see below). Enjoy the security and convenience of encrypted automatic balance and transaction updates.Manage your customers, vendors, clients, inventory and finances across your devices.Snap and store receipts expenses are automatically sorted into tax categories.Spend less time managing manual data and more time running your business.Automatically sync your Peoples Independent Bank business accounts.QuickBooks® Online is designed to empower self-employed and small businesses with services to manage income, expense tracking and more. Your books and more time managing your business
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