Heritage Direct Resource Center

Download all current digital user guides for our Heritage Direct Online Banking Products.

Heritage Direct

Small Business Online Banking User Guide

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> Small Business Online Banking User Guide

Intuit User Guides

IMPORTANT! Effective 7/22/19, Express Web Connect will be interrupted for up to five business days. Please wait until 7/27/19 or later before performing a download of your transaction history in QuickBooks Online, Quicken or Mint. Web Connect will not be interrupted.
Please connect to your current online profile in Heritage Direct Business Online Banking for a final transaction download by 7/19/19.

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> Intuit Post Conversion Troubleshooting Guide Summary
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> Mint Conversion
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> QBO ExpressWebConnect
 
Mac:
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> QuickBooks Mac WebConnect
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> Quicken Mac ExpressWebConnect
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> Quicken Mac WebConnect
 
Windows:
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> QuickBooks Windows WebConnect
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> Quicken Windows ExpressWebConnect
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> Quicken Windows WebConnect

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