All CBI Bank and Trust cash accounts (checking, savings, CDs or money markets) are connected to QuickBooks electronically.

  • Bank account balances and transactions are updated regularly or on demand in QuickBooks
  • New accounts need to be added to
    • CBI Super User’s online access
    • mcocquickbooks CBI Online access
    • Quickbooks Chart of Accounts via the automatic account addition process
  • See login information as needed