Can I set up Direct Connect with Intuit Quicken and Quickbooks?

You can link your M&T accounts with your Quicken® or QuickBooks® financial management software.

Step 1. Sign into M&T Online Banking.

Step 2. Click on Service Tab.

Step 3. Select Quickbooks direct connect and click enroll now.

Step 4. Follow the step-by-step directions online.

Note: This service has a fee of $9.95/month to create a direct connection with Quicken or QuickBooks.

Connect with your Customer Success Specialist for further assistance and questions.

Need help?

If you have any questions or would like assistance, please contact Nota Customer Success at 1-800-724-1313 or email support@trustnota.com.

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References to “IOLTA” or “Interest on Lawyers Trust Account” shall be interpreted to include “IOLA,” or “Interest on Lawyer Account,” and “IOTA,” or “Interest on Trust Account,” as applicable in a particular state.

Nota is a product/service offered by M&T Bank and is available to attorneys whose offices and practices are in NY, NJ, MD, PA, DE, CT, VA, DC, NH, MA, ME, VT, FL, or WV. IOLTA accounts held by lawyers in these states must be subject to applicable state rules and regulations. The advertised product/services and their features and availability are subject to change without notice at any time. Use of the product/service is subject to and governed by certain terms, conditions, and agreements required by M&T Bank.