Heritage Direct Resource Center

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

Heritage Direct

Commercial Online Banking User Guide

pdf icon
> Commercial Banking User Guide

Quick Guides

pdf icon
> One-Time-PIN Quick Guide
Enabling your PIN for ACH and Wire Transfers
pdf icon
> ACH File Import Quick Guide
pdf icon
> ACH Recurring Payment Quick Guide

Intuit User Guides

IMPORTANT! 

  • Effective 10/11/2019, Express Web Connect will be interrupted for up to five business days.
  • Please wait until 10/22/2019 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 account aggregation service and complete a final transaction history download by no later than October 11, 2019 at 5 pm.
pdf icon
> Mint Conversion
pdf icon
> QBO ExpressWebConnect
 
Mac:
pdf icon
> QuickBooks Mac WebConnect
pdf icon
> Quicken Mac ExpressWebConnect
pdf icon
> Quicken Mac WebConnect
 
Windows:
pdf icon
> QuickBooks Windows WebConnect
pdf icon
> Quicken Windows ExpressWebConnect
pdf icon
> Quicken Windows WebConnect

 


 

Small Business Online Banking User Guide

pdf icon
> Small Business Online Banking User Guide

Intuit User Guides

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

Call us today to find out how we can help you! 800.796.4777