Quicken and Quickbooks Access Self Service

Why do I need to register my Quicken or QuickBooks connection?

Registering the software connection adds an additional level of security to the connection, furthering the privacy and security of your account information. To connect to your Online Banking accounts using Quicken or QuickBooks to download transactions, download balance or submit transfers and Bill Payments, you must register the connection with the software.

How do I connect using financial software Quicken or QuickBooks?

Using the following steps, you will allow your Quicken or QuickBooks installation to connect to BBVA Compass.

  • 1. Place your mouse over the Service Center, then select Online Banking Services.
  • 2. In the Online Banking Services box, click on the Quicken and QuickBooks Access Self Service link.
  • 3. On the Register New Access tab, click on the Register button. The access window will now be open to allow the new software connection.
  • 4. Initiate the connection within your Quicken or QuickBooks. This must be completed within 24-hours of clicking on the Register button.
  • 5. Once you connect with your Quicken or QuickBooks, the access window is closed. If you have more than one connection to establish using the software, you will need to sign off of Online Banking then sign back on and repeat these steps for each new access you want to register.

You will also use these steps to resister connections with other financial management programs that use the same connection as Quicken. That includes but is not limited to Mint and iBank.

You will complete the software registration steps anytime you do one of the following with your Quicken or QuickBooks.

  • Start using Quicken or QuickBooks as a new user.
  • Install a new instance of Quicken or QuickBooks on a new or existing computer.
  • Start a new data file or company within Quicken or QuickBooks.
  • Deactivate then reactivate online services within Quicken or QuickBooks with BBVA Compass.
  • Install a new version of Quicken or QuickBooks without upgrading the existing data file you are using. If you upgrade the existing data file you are using, you will not need to register the new connection.
Should I remove a registered software connection?

Yes, you should remove a registered software connection any time you stop using a specific connection. For example, if you change to a new computer or have an old data file within your Quicken or QuickBooks you will no longer use to connect to BBVA Compass.

How do I remove a registered software connection?
  • 1. Place your mouse over the Service Center, then select Online Banking Services.
  • 2. In the Online Banking Services box, click on the Quicken and QuickBooks Access Self Service link.
  • 3. Select the Manage Access tab.
  • 4. On the list of registered software connection, determine which registration you want to remove and click on the Delete icon. Use the combination of the Last Access date and the Version description to determine which connection you want to delete. The Version description is a reference to the version of Quicken or QuickBooks that was registered. If using Mint or iBank, the service name will be displayed.
  • 5. Confirm you have selected the correct registration you want to delete and click on the OK button when prompted.
  • 6. You will return to the Manage Access tab. The deleted registration will be removed and that software connection will now be blocked to connecting to your online accounts.
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