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Access Transactions with Intuit® Products

Manage your money more effectively by integrating with QuickBooks®.
How to Access Your Banking Transactions with QuickBooks Web Connect
  1. While signed in to Online Banking, navigate to the Transactions tab for your account and select the Download
  2. From the dropdown menu provided, select the Account and Transaction period for the transactions you wish to download.
  3. For the Select Download Format option, select Intuit QuickBooks (QBO) then click Download to save the file to your computer.
  4. Open your QuickBooks software and choose Banking > Online Banking > Import Web Connect File to upload your transaction file.
How to Integrate Online Banking in QuickBooks with Direct Connect
  1. Open your QuickBooks software and choose Banking > Online Banking > Set Up Account for Online Services.
  2. Select your QuickBooks account that will connect to SGB from the dropdown menu and click Next.
  • Quicken customers may find our Bank in the Financial Institution list as Southwest Georgia Bank.
  • QuickBooks customers may find our Bank in the Financial Institution list as Southwest Georgia Bank DC.
  1. Choose Southwest Georgia Bank from the dropdown menu and click Next.
  2. Select the Direct Connect option and click Next.
  3. Select Yes, my account has been activated for QuickBooks online services and click Next.
  4. Enter the Customer ID (your Online Banking Online ID) and Password (your Online Banking Passcode) and click Sign In.
  5. Select the account you want to integrate into your QuickBooks software. QuickBooks will connect securely to our server to download bank data for the selected account.
  6. Click Finish after the download completes. You have successfully integrated Online Banking with your QuickBooks software.