Spend more time managing your business and less time bookkeeping with Quicken and QuickBooks.
As an online banking client, you can easily connect your Columbia Bank accounts to your Quicken® or QuickBooks® software.
- Conveniently manage your finances
- Securely download bank transactions
- Automate transaction updates
Web Connect and Direct Connect
Columbia offers both Web Connect and Direct Connect integrations for Quicken and QuickBooks at no additional fee.
- Web Connect is a file based download from Pacific Premier online banking and your Quicken / QuickBooks software that allows you to import transactions.
- Direct Connect is a two-way connection between Pacific Premier online banking and your Quicken / QuickBooks software that allows you to automatically sync your account information.
Business Setup Guides (PDF)
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Quicken Guides
Windows OS
Quicken for Windows
MacOS
Quicken for Mac
QuickBooks Guides
Windows OS
QuickBooks for Windows
MacOS
QuickBooks for Mac
Personal Setup Guides (PDF)
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Quicken Guides
Windows OS
Quicken for Windows
MacOS
Quicken for Mac
QuickBooks Guides
Windows OS
QuickBooks for Windows
MacOS
QuickBooks for Mac