How-To Guides
Bill Payments
Billpay Single Sign-on
Bill Payment --> Go to Billpay
Bill Payment is used to single sign on to the bill pay application. This option only displays ifyour financial institution offers a bill payment solution.
*The following information only displays if your financial institution offers bill pay through Allied.
Billpay Personal Info
Bill Payments --> Personal Information
The Billpay Personal Info screen is used to modify the account owner’s name and address. This information will be used when paying a bill.
Quicken/Quickbooks Information
Western National Bank is now integrated with Quicken/Quickbooks. You should now be able to search for "Western National Bank" through your Quicken/Quickbooks account and sync up with Western National Bank. If you would rather export information through your online bank account, see steps below.
How to export through Western National Bank online banking:
1. Once logged into your online banking profile, click into one of your accounts
2. On the right-hand side under Account Summary Options click on Export Transactions
3. Select which account you want to export by using the drop-down menu
4. Select your date range
5. Select the format type by using the drop-down menu (Quicken 99-2004, Quicken 98 and Below, Microsoft Money 98 and Above, Microsoft Money 97 and Below, Comma Delimited, BAI2) *Comma Delimited is Excel/CSV*
6. Click export
7. Then you will need to import/upload the file in QuickBooks/Quicken
*If Comma Delimited doesn’t work you can try a different format type*
Additional Resources/Help
Here is a How-To on QuickBooks:
Support for single-user issues is available at:
QuickBooks - https://quickbooks.intuit.com/learn-and-support/
Quicken - https://www.quicken.com/support#windows