Intuit® OFX Connectivity
Third Coast Bank offers Direct Connect, Web Connect, and Express Web Connect for QuickBooks® and Quicken®, which gives you the power to manage your business more effectively.
Enhanced Banking with OFX Connectivity
Third Coast Bank's partnership with Intuit® empowers your business and elevates your banking experience by minimizing manual data entry, streamlining reconciliation, and improving posting accuracy. Once your business is setup, you can effortlessly download your banking transactions into Quicken® and QuickBooks® - eliminating the need for manual typing and recording. You'll gain comprehensive transaction and balance details, while Intuit's® system will effectively identify and prevent dulicate postings to your ledgers.
Direct Connect
Direct Connect is two-way connectivity between Third Coast Bank's OFX (online financial exchange) Server and for Intuit® products such as Quicken® and QuickBooks®. This connectivity allows for file downloading, internal transfers, and bill payment capabilities.
Web Connect
Web Connect is one-way communication where users login from Third Coast Bank's Online Banking to access features for downloading files.
Express Web Connect
Express Web Connect is similar to Web Connect; however, Express Web Connect automates the process of downloading files from Third Coast Bank's Online Banking.
Getting Started
Connect FAQs
Q: How do I find Third Coast Bank in the Bank Feeds Center?
A: You'll look for Third Coast Bank's name when you search for your financial institution in the Banking menu. Use one of the below connections to synchronize your information.
- Third Coast Bank Consumer - available for Web & Express Web Connect for Retail Online Banking
- Third Coast Treasury WC - available for Web & Express Web Connect for Treasury Online Banking
- Third Coast Bank DC - available for Direct Connect for Retail & Treasury Online Banking
Q: What should I do if I need Product Support?
A: Keep these considerations in mind.
- Ensure you run a software update to access the latest bank updates.
- Any password changes made in Third Coast's Online Banking should also be updated in Intuit® products.
- For Third Coast Online Banking assistance, please contact Third Coast Bank directly. Retail Customers may reach out to our Service Center, and Treasury Customers may reach out to our Treasury Support.
- For help with QuickBooks® or Quicken®, please contact Intuit® Support.
Getting Started Guides
Getting Started Guide - QuickBooks for Windows (Direct & Web Connect)
Getting Started Guide - QuickBooks Online (Web Connect)
Getting Started Guide - Quicken for Windows (Direct, Web, & Express Web Connect)