Quicken/Quickbooks Assistance
Quicken and QuickBooks use different connection methods for bank customers to populate transactions into their specific applications. The method used depends on the services supported by your Intuit® product and the preferences set up within your Intuit® product.
There are two ways Quicken and QuickBooks interact with Security National Bank:
Express Web Connect/Quicken Connect & Direct Connect
Express Web Connect (EWC)/Quicken Connect and Direct Connect methods communicate directly with Security National Bank on your behalf. You don't have to sign into Security National Bank’s online banking to manually download transactions – Quicken/QuickBooks will do this for you.
Web Connect
Web Connect (WC) allows users to download transactions directly from Security National Bank's online banking and then import the transactions into Quicken.
Attention Quicken & QuickBooks Users
As of July 29, 2024, we have migrated to a new digital banking system. This upgrade requires you to make changes to your QuickBooks or Quicken software. Please review the conversion guides below that apply to you.
Conversion Guides
This guide contains instructions for both Windows and Mac, as well as Direct, Express Web and Web connectivity types.
QuickBooks Online Conversion Guide
This guide contains instructions for both Express Web and Web connectivity types.
QuickBooks Desktop Conversion Guide
This guide contains instructions for both Windows and Mac, as well as Direct and Web connectivity types.
Contact Us
For questions, please reach out to Treasury Operations Support.
- treasuryops@snbomaha.com
- Toll-free 877-686-3590
- 402-452-3590
Top 5-Star Rating
We are proud to have continuously earned a Top 5-Star Rating for financial strength and stability from BauerFinancial, Inc., the Nation's Premier Bank Rating Firm.