How to Set Up Quickbooks DirectConnect

Sync Quickbooks®  with WeStreet Accounts

Before you get started, make sure you have a WeStreet online banking account set up. You’ll need your WeStreet username and password to establish the connection.

1. Go to the Banking page of your Quickbooks or Quicken account.
2. Click the Add Account button.
3. Quicken users will be prompted to Select an Account Type.
4. Start typing “WeStreet” into the search bar that appears. If you can’t find WeStreet, search for Tulsa Federal Credit Union.
5. Choose “WeStreet” from the list of financial institutions. If you can’t find WeStreet, choose Tulsa Federal Credit Union.
6. Enter your Online Banking ID and Password. Your ID may be your member number or a username you previously chose for Online Banking.
7. Select Connect. QuickBooks will connect to our Online Banking server.
8. Select the Account you want to connect to QuickBooks.
9. Select Finish after the process completes.