Manage your personal and business finances more effectively with Web Connect, a service of Pacific Mercantile Bank offered exclusively to our internet account customers who use Quicken® or QuickBooks® accounting software.
This service is free and includes the following special features:
- No manual data entry - Once you're set up, you can download all your transactions right into Quicken® or QuickBooks® —instead of typing them in by hand.
- Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
- No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
- Easier to use - Web Connect files may be automatically opened by Quicken® or QuickBooks® directly from our PMBank.com web site, which eliminates the extra steps required for you to search for files that have been downloaded.
- Automatic account setup - Simply initiate a download to Quicken® or QuickBooks® from PMBank.com web site, and Quicken® or QuickBooks® will set up your accounts for you—with your data already up to date.
- No new customer ID or password to remember - With Web Connect, your Customer ID and Password are the same as the ones you use to login to the Pacific Mercantile Bank website.