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Surrey Bank and Trust

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Information for Quicken and Quickbooks Users

Important Information for Quicken and Quickbooks Users
If you use the Automatic Update function in Quicken or 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 Quicken or 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:

If you need additional asistance with this process, please visit the following links:


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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