Quicken® & Quickbooks®

It’s easy to download Origin Bank account transactions into Quicken® and Quickbooks®. For instructions on how to connect your Quicken® or Quickbooks® application, please click on the link below that represents your specific product and operating system and follow the instructions. Should you have any questions or need assistance, please contact our Customer Care line at 1-888-292-4037.

First Time Users

  • For Quicken® first time connections click here.
  • For QuickBooks® Desktop first time connections click here.

If you are connecting with Direct Connect and are asked to enter bank provided credentials, please contact our Customer Care line at 1-888-292-4037.

Current Customers – Upgrade Needed

Origin Bank has invested in new state-of-the-art technology to provide you with better service and enhanced features. As part of this system conversion, both the Quicken® and Quickbooks® applications was included in the upgrade process. If you haven't already, in order for you to be able to continue using these applications, you will need to perform a small update to your Quicken® or Quickbooks® application.

Note that only 60 days' worth of transaction history is retained in the bank system. We would recommend downloading your transactions monthly to ensure that no transactions are missed between downloads.

Quicken®
Current Connectivity SupportedFuture Connectivity SupportedWindows
(2013 - 2015)
Mac
(2015)
Mac 
(2006 - 2007)
Online
Web Connect Web Connect  Download  Download  Download N/A
Express Web Connect Express Web Connect  Download  Download N/A N/A
Direct Connect Direct Connect  Download  Download  Download N/A
Web Connect Direct Connect  Download  Download  Download N/A
Quickbooks®
Current Connectivity SupportedFuture Connectivity SupportedWindows
(2013 - 2015)
Mac
(2013 - 2015)
Online
Web Connect Web Connect  Download  Download N/A
Express Web Connect Express Web Connect N/A N/A  Download
Direct Connect Direct Connect  Download  Download N/A
Web Connect Direct Connect  Download  Download N/A
Mint® Users: Download Information Here

You must have an account with Origin Bank in order to use these systems. If you have an account and would like to enroll in online banking, click the Sign Up button below. If you do not have an account with Origin Bank and would like to open one, click on the Open an Account button below.

Sign Up Open an Account