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How do I use Quicken ®, QuickBooks ®, with Online Banking?

April 26, 2017Online Banking QuickBooks Quicken

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How do I use Quicken ®, QuickBooks ®, with Online Banking?

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You can download transactions from your checking, savings, and credit card accounts to use with Quicken 2009® and newer versions, QuickBooks 2007® and newer versions. Go to your Account Details tab and select the Download link. Then select the account you wish to download and select the appropriate option (Quicken, QuickBooks). Please note that QuickBooks use with Online Banking is only available to Small Business customers. For other financial software programs you can download your account information into a text file (.TXT), spreadsheet importable, or QIF file and import the data into most programs. To download using Quicken or QuickBooks Web Connect: 1. Select the account you would like to download information from 2. Select the transaction period or range of dates you would like to download, if applicable 3.