Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to help you learn "how to" ensure and protect your financial legacy.

Take Control of Your Finances

Link your Charlotte State Bank & Trust account to QuickBooks® or Quicken®

Get more from your bank account by doing more with your favorite financial management tools.

QuickBooks and Quicken are two of the most widely used programs in the world. Both programs come from software developer Intuit, which also owns the popular personal finance management site

Use Your Favorite Tax Software with Your Charlotte State Bank & Trust Account

  • Web Connect: Download account transactions from Online Banking and import them into Quicken.
  • Express Connect: Quicken communicates directly with the bank on your behalf. You don’t need to log in to Online Banking and manually download transactions.

The Web Connect and/or Express Connect with Quicken services allow you to conveniently access your accounts directly through your Quicken software. Download account activity and complete account transfers.

Payments made within Online Banking or Bill Pay will be included in your transaction history once the payments have cleared your account. They will also be downloaded to your accounting software for reconciliation purposes.

Are You Having Trouble Reconnecting?

Check out our Quicken and QuickBooks Help Guide.

Learn More