Quicken and QuickBooks
Personal and business customers can enhance their online banking experience by downloading transactions and reconciling them into Intuit’s Quicken and Quick Books.
For our Online Banking Customers:
- Log in to Online Banking
- Select an account from the list of accounts menu
- Choose Transaction Export from the Transactions menu
- Choose .QFX for Quicken downloads, or .QBO for Quickbooks downloads
- Save file to Local drive
- Configure Quicken or Quickbooks to import file into application (for more help on this process, go to http://www.intuit.com for detailed help on this product)
For our Business Online Banking Customers:
- Log in to Business Online Banking
- Select an account from Accounts link
- From the Transactions Drop-Down Menu, select Menu
- Populate the Transaction Search Criteria and select .QFX for Quicken downloads, or QBO for Quickbooks downloads
- Save file to Local drive
- Configure Quicken or Quickbooks to import file into application (for more help on this process, go to http://www.intuit.com for detailed help on this product)
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