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Direct Connect - Registration Information and Tips

Umpqua Bank has launched Direct Connect! Registration is required.

Use Direct Connect to download your account activity right from within your Personal Financial Management (PFM) software, without the need to log in to Umpqua's Business Online Banking. Direct Connect provides a connection between your Umpqua business account and QuickBooks Desktop or Quicken.

Registration for Existing Business Online Banking Users

  1. Log in to Business Online Banking.
  2. Point to Administration and select Contact us.
  3. Complete the Contact us form.
    1. Subject: "Enroll My Account in Direct Connect"
    2. Message: Include the following:
      1. Account number(s) you would like to enroll
      2. Preferred billing account
      3. Software you are using (i.e. QuickBooks Mac or Windows, Quicken Mac or Windows)
  4. Send message.
  5. We will contact you to provide your Direct Connect User ID and Password within 5 business days, along with further instructions to ensure connectivity functions properly.

Not Currently Enrolled in Business Online Banking

  1. Give us a call at (866) 486-7782 or contact your local Umpqua store, and we will help you enroll in Direct Connect.
  2. We will contact you to provide your Direct Connect User ID and Password within 5 business days, along with further instructions to set up the connection.

Switching from Web Connect to Direct Connect

You will need to modify your PFM settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your login credentials for Business Online Banking and Direct Connect. Ensure you are following the appropriate instructions below according to your operating system and software. You should perform the following instructions exactly as described, and in the order presented. This conversion should take 15-30 minutes.

QuickBooks Mac

Task 1: Conversion Preparation

  1. Backup your data file. Go to File, then select Back Up and choose a location to save your QuickBooks file.
  2. Download the latest QuickBooks Update. Go to QuickBooks (left of File on top bar) and select Check for QuickBooks Updates.

 

Task 2: Disconnect Accounts in QuickBooks

  1. Choose Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Choose Edit menu > Edit Account.
  4. In the Edit Account window, click Online Settings.
  5. In the Online Account Information window, choose Not Enabled from the Download Transaction list and click Save.
  6. Click OK for any dialog boxes that may appear.
  7. Repeat steps for each account to be disconnected.

 

Task 3: Reconnect Accounts to Umpqua-Business

  1. Choose Banking menu > Online Banking Setup.
  2. Enter, then select Umpqua-Business from the Financial Institution list. Click Next.
  3. Follow the instructions in the wizard. If prompted for connectivity type, select Direct Connect. Select the account you want to deactivate.
  4. The Online Banking Assistant window displays during setup. Select "Yes, my account has been activated for QuickBooks online services," then click Next.
  5. Enter credentials and click Sign In.
  6. For each account you wish to download into QuickBooks, click Select an Account to choose the appropriate existing account register.
    IMPORTANT: Do NOT select "New" under the action column.
  7. Click Next, then Done.
  8. Add or match all downloaded transactions in the Downloaded Transactions window.

Quicken Mac

Task 1: Conversion Preparation

  1. Back up your data file. Go to File > Save a Backup.
  2. Download the latest Quicken Update. Go to Quicken > Check for Updates.

 

Task 2: Connect Accounts to Umpqua-Business

  1. Select your account in the Accounts list on the left sidebar.
  2. Choose Accounts menu > Settings.
  3. Select Set up transaction download.
  4. Enter Umpqua-Business in the Search field, select the institution name in the Results list and click Continue.
  5. Enter your Direct Connect User Id and Password and click Continue.
  6. If Umpqua requires extra information, enter it to continue.
    NOTE: Select "Direct Connect" for the "Connection Type" if prompted.
  7. In the "Accounts Found" screen, associate each new account to accounts in your Quicken data file. Under the Action column, select "Link" to pick your existing account. When complete, click Finish.
    IMPORTANT: Do NOT select "ADD" under the action column unless you intend to add a new account to Quicken.

QuickBooks Windows

Task 1: Conversion Preparation

  1. Backup your data file. Go to File, then select Back Up Company > Create Local Backup and choose a location to save your QuickBooks file.
  2. Download the latest QuickBooks Update. Go to Help > Update QuickBooks Desktop.

    NOTE: If multiple computers do not use the same QuickBooks data file, skip step 3. QuickBooks activities such as Online Banking cannot be performed in multi-user mode because of the way the activities interact with a company data file.

  3. Switch to Single-user mode if you are currently in Multi-user mode. Go to File > Switch to Single-user mode.
    NOTE: If you are not using Classic Mode (Register Mode), enable it for the conversion. You can change it back after the conversion is complete.
  4. Enable Classic Mode (Register Mode) if you are currently in Express Mode. Go to Edit > Preferences > Checking > Company Preferences > select Classic Mode.

 

Task 2: Disconnect Accounts in QuickBooks

  1. Choose the Lists menu > Chart of Accounts.
  2. Select the account you want to deactivate.
  3. Click Edit menu > Edit Account.
  4. Click on the Bank Feed Settings tab in the Edit Account window.
  5. Select Deactivate All Online Services and click Save & Close.
  6. Click OK for any dialog boxes that may appear.
  7. Repeat steps for each account to be disconnected.

 

Task 3: Reconnect Accounts to Umpqua-Business

  1. Choose Banking menu > Bank Feeds > Set Up Bank Feed for an Account.
  2. Enter, then select Umpqua-Business Click Next.
  3. If prompted for connectivity type, select Direct Connect.
  4. Link your bank account with the existing QuickBooks account and click Connect.
    IMPORTANT: Verify that all transactions downloaded successfully into your account registers.

 

Task 4: Re-enable Express Mode (if necessary)

NOTE: If you prefer Classic Mode (Register Mode), you are finished with your conversion. If you use Express Mode for online banking, you may now re-enable the mode.

To re-enable Express Mode register mode (Optional) Go to Edit > Preferences > Checking > Company Preferences > select Express Mode.

 

Quicken Windows

Task 1: Conversion Preparation

  1. Back up your data file. Go to File > Backup and Restore > Backup Quicken File.
  2. Download the latest Quicken Update. Go to Help > Check for Updates.

 

Task 2: Disconnect Accounts in Quicken

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to deactivate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Deactivate. Follow the prompts to confirm the deactivation.
  5. Click on the General tab.
  6. Remove the financial institution name and account number. Click OK to close the window.
  7. Repeat steps for each account to be disconnected.

 

Task 3: Reconnect Accounts to Umpqua-Business

  1. Choose Tools menu > Account List.
  2. Click the Edit button of the account you want to activate.
  3. In the Account Details dialog, click on the Online Services tab.
  4. Click Set up Now.
  5. Use Advanced Setup to activate your account.
  6. Enter Umpqua-Business in the search field, select the name in the list and click Next.
  7. If presented with the Select Connection Method screen, select Direct Connect.
  8. Type your Direct Connect User ID and Password and click Connect.
  9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.
    IMPORTANT: Do NOT select Add to Quicken unless you want to add a new account to Quicken. If you are presented with accounts you do not want to track in this data file, select Ignore - Don't Download into Quicken.
  10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.
  11. Click Done or Finish.

Questions?
Give us a call at
(866) 486-7782
Mon-Fri, 8am-6pm
Sat-Sun, 8am-5pm
or download Go-To.