Download your transactions to Intuit, or setup an ongoing connection!
Download Transactions
Download your transactions from a specific date range into an .QBO or .OFX format! Then, upload to your QuickBooks database!
- Login to Online Banking
- Navigate to the account you wish to download transactions for
- Near the "Transactions" heading, click the download button (next to print)
- Specify the date range
- Choose your file type
- Click Download and save to your computer
- Upload this file to QuickBooks
Ongoing Connection
Using QuickBooks Desktop
- Set up account for Bank Feeds
- Download Bank Feed transactions
- Add and match Bank Feed transactions
- Edit Bank Feed settings for bank or credit card accounts
- Deactivate Bank Feeds for an account
Using QuickBooks Online
Quicken
Mint Personal Finance
Mint can be a great tool, however, we also have a Personal Financial Management tool, called MoneyManager, that can be accessed right in Online and Mobile Banking! Only one sign-on is necessary and it's secure! Learn More >>