Spend less time managing
your books and more time managing your business

QuickBooks® Online is designed to empower self-employed and small businesses with services to manage income, expense tracking and more. With QuickBooks Online, you can:

  • Automatically sync your Peoples Independent Bank business accounts
  • Spend less time managing manual data and more time running your business
  • Organize for tax time
  • Snap and store receipts; expenses are automatically sorted into tax categories
  • Manage your customers, vendors, clients, inventory and finances across your devices
  • Enjoy the security and convenience of encrypted automatic balance and transaction updates

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).

How to integrate Online Banking in QuickBooks Online

  1. Access your QuickBooks® Online account and from the list of available banks in “bank feeds”, select Peoples Independent Bank.
  2. You will be prompted to enter your Peoples Independent Bank Online ID and Password on the consent screen.
  3. Once this is complete, you will be presented with a list of the accounts you normally see in online banking. You can select the accounts you would like to be imported into QuickBooks®Online. Once selected, the transactions and account balance information will be imported into QuickBooks® Online. 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.


What version of Quickbooks can I use to integrate with Peoples Independent Bank’s online banking?

In order to download your account information or access it directly with Online Banking, you must use either QuickBooks®Online or a version of QuickBooks® Desktop that is less than 3 years old. Older versions will not work, so if you have an older version, you will need to either convert to QuickBooks® Online or upgrade to the current version.

What is Web Connect?

Web Connect allows you to download your transactions from Online Banking, launch your QuickBooks® Desktop software and reconcile your transactions.

What type of accounts can I access through Quickbooks?

You can use QuickBooks® with our checking, savings, and loan accounts.

How can I use QuickBooks®Desktop with Online Banking?

How to access your banking transactions with Web Connect:

  1. While signed in to online banking, click on the desired account. Click on the “Download Transactions” button.
  2. Select the desired time frame, and choose the “Quickbooks” format (*.qbo file).
  3. Open your QuickBooks® Desktop software and choose Banking > Online Banking > Import Web Connect File to upload your transaction file.