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Surrey Bank and Trust

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Information about Quickbooks

Important Information for Quickbooks Users
If you use the Automatic Update function in Quickbooks, please be sure to select Surrey Bank DC New as your financial institution. If you have selected another option, your accounts may not update as expected.

Connection issues between Surrey Bank and Quickbooks can frequently be solved by deactivating and reactivating your accounts.  Based on your product and the way you upload your account information, please choose the appropriate instructions from the list below:

Quickbooks Online
Quickbooks for Windows (Direct Connect)
Quickbooks for Windows (Web Connect)
Quickbooks for Mac (Direct Connect)
Quickbooks for Mac (Web Connect)

If you need additional asistance with this process, please visit Quickbooks Customer Care 


External Disclaimer

You will be linking to another website not owned or operated by Surrey Bank.  Surrey Bank is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Surrey Bank of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Surrey Bank. 

If you "Proceed", the link will open in a new window.



Email Disclaimer

Because there is a risk that information transmitted via Internet email could fall into the wrong hands, Surrey Bank suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. If this information must be stated, please contact Surrey Bank by phone or at your nearest office. 

 If you "Proceed", the link will open a new email message in your default email program.


External Link to Branded Site

You will be linking to another site managed by Surrey Bank. If you "Proceed", the link will open in a new window.


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