Using Quicken and QuickBooks



Online Banking Home       Key Features       Help       Contact Us       Mobile Banking       Mobile Web Banking       Text Banking


Quicken and QuickBooks - Supported Versions

When you purchase a Quicken or QuickBooks product, the ability to use online services like downloading your transactions and balances, online bill pay, and live support are available for the current version and the two prior year versions. Version Support


Quicken and QuickBooks - New Users

If you have never used Quicken or QuickBooks to retrieve Mechanics Bank account data, you should first register to use DirectConnect. Please review the appropriate instructions below.

Register Quicken with DirectConnect for our new Online Banking here: Register DirectConnect      DirectConnect Registration Instructions

Register QuickBooks with DirectConnect for our new Online Banking here: Register DirectConnect      DirectConnect Registration Instructions

You will retrieve acount data and import data to Quicken via DirectConnect, or to QuickBooks via WebConnect or DirectConnect using the connection name Mechanics Bank CA.


Quicken and QuickBooks - Existing Users

If you use Quicken, QuickBooks, or Mint.com to download data or directly connect to Mechanics Bank via DirectConnect or WebConnect, how you access this data changed with our updates to our Online Banking and Bill Pay systems. This change impacted all previous users of Quicken and QuickBooks.

You will now retrieve acount data and import data to Quicken via DirectConnect, or to QuickBooks via WebConnect or DirectConnect using the new connection name Mechanics Bank CA.

Updating Quicken Data

To update Quicken with Mechanics Bank account data, please review the instructions for your particular operating system and software to avoid duplication of transactions.

Register Quicken with DirectConnect for our new Online Banking here: Register DirectConnect      DirectConnect Registration Instructions


Updating QuickBooks Data

With the security upgrade to our Online Banking system, you may have to re-establish your QuickBooks connection to Mechanics Bank by choosing the appropriate service below. Please review the instructions for your particular operating system and software to avoid duplication of transactions.

Register QuickBooks with DirectConnect for our new Online Banking here: Register DirectConnect      DirectConnect Registration Instructions


Updating Mint.com Data

With the launch of our new Online Banking system, you may have to re-establish Intuit's Mint.com connection to Mechanics Bank (if your user name or password changed). Please review the instructions to properly update Intuit's Mint.com to avoid duplication of transactions.

Viewing these instructions requires the Adobe PDF reader.

Get Adobe Reader

Additional Resources

Online Banking/Bill Pay FAQs
Mobile Banking FAQs
Text Banking FAQs
FinanceWorks FAQs
Popmoney FAQs
Using Quicken/QuickBooks