The option to download your account information from Online Banking to Quicken® and QuickBooks® is provided as a customer courtesy. Basic instructions relative to Online Banking are provided below.
- Log on to Online Banking.
- From the Accounts page, select “Download” from the drop-down menu options.
- Using the drop-down menus on the page that follows, select:
a. The account you want to download information from.
b. The date range.
c. The download format (QFX).
To troubleshoot the transaction import process, please contact Intuit directly. (Intuit only supports the last two releases of their Quicken® and Quickbooks® products.)
Contacting Intuit Support:
http://quicken.intuit.com/support or (800) 811-8766.