QuickBooks Integration Made Simple
We’re here to help you with seamless bookkeeping.
Connecting QuickBooks to Your Banking
Since 1921, we’ve been helping businesses succeed with expert financial solutions. We’re committed to your success as your community banking partner. Our QuickBooks integration connects accounts seamlessly—no setup fees, just reliable automation.
Local Banking, Smarter Bookkeeping
- Over 100 years serving businesses with local decisions and personalized service
- Dedicated specialists who understand your industry and provide tailored solutions
- Free setup with ongoing support from professionals who care about your success
- Connect all business accounts: checking, savings, credit cards, and lines of credit
Complete Integration Solutions
- Compatible with QuickBooks Online, Desktop (Windows & Mac), and Self-Employed
- Web Connect and automatic sync options to match your workflow preferences
- Bank-level security with advanced encryption protecting your financial data
- Smart categorization learns your patterns to save hours of bookkeeping time
QuickBooks Connections Made Easy
We offer multiple ways to connect your accounts to QuickBooks, giving you flexible tools to make your accounting easier and match your business needs.
QuickBooks Online
Access your financial data anywhere with automatic cloud synchronization. Perfect for businesses with mobile needs.
- Real-time transaction sync
- Access from any device
- Mobile app compatibility
- Automatic cloud backups
- Multi-user collaboration
QuickBooks Desktop
Powerful desktop integration with advanced features for established businesses requiring comprehensive reporting.
- Advanced reporting features
- Inventory management
- Job costing capabilities
- Local data control
Web Connect Method
Download transactions on your schedule with complete control over what gets imported and when it happens.
- Manual download control
- Batch transaction processing
- Review before import
- Works with all versions
- Enhanced security control
Business Solutions
Specialized integration designed for growing businesses with flexible transaction handling and detailed reporting.
- Advanced reporting options
- Multi-account management
- Business credit card integration
- Line of credit connections
- Detailed transaction history
The Community Banking Advantage
Setup Takes Just Minutes
Our business banking specialists make QuickBooks integration simple and straightforward. Most businesses are connected and running smoothly in just a few minutes.
Join Our Business Community
Massachusetts businesses trust us for reliable QuickBooks integration. Experience the difference that comes with working with a bank that truly cares about your success.
QuickBooks Integration Questions
Get answers to common questions about connecting your Cape & Coast Bank accounts to QuickBooks. Our team is here to help you succeed.
How do I connect my accounts to QuickBooks?
Log into QuickBooks, go to Banking, select “Connect Account,” search for Cape & Coast Bank, and follow the prompts to securely link your accounts.
Which QuickBooks versions work?
We support QuickBooks Online, QuickBooks Desktop (Windows & Mac), and QuickBooks Self-Employed for maximum compatibility with your business.
Can I connect multiple business accounts?
Yes, you can connect multiple Cape & Coast Bank accounts, including checking, savings, credit cards, and lines of credit to your QuickBooks.
What if I need help with setup?
Our business banking team provides free setup assistance. Call 508.568.3400 or visit any branch for personalized help with your integration.