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How do I download e-Access info into Quicken or Money?

April 26, 2017download e-access info money Quicken

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How do I download e-Access info into Quicken or Money?

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Newer versions of MS Money and Intuit’s Quicken should be configured to automatically download your e-Access information using a technology known as OFX (Open Financial Exchange). These newer versions no longer support the QIF file format which requires users to download the file manually. To download the QIF files for older versions of MS Money and Inuit’s Quicken, complete the following: • Log on to e-Access • Click on the History link next to the account you want to download history for • Scroll to the bottom of the page • Click the Download for Quicken/MS Money • Select the Operating System you are using with Money or Quicken, ie. Microsoft Windows or Macintosh Apple in Download Type • Click Download • Save the *.qif file to disk • Click OK • Select where you would like to save the *.