Quicken® or QuickBooks®
Download your account transactions directly into your financial management software using Microsoft Money®, Quicken® or QuickBooks® from your Online Banking.
Web Connect allows you to automatically download your transactions from Online Banking, launch your Microsoft Money, Quicken or QuickBooks software, and reconcile your transactions all in one easy step.
Eliminates the need to enter each transaction in your software Allows easy transaction reconcilement Helps categorize your transactions Consolidates your financial data in one place
- Eliminates the need to enter each transaction in your software
- Allows easy transaction reconcilement
- Helps categorize your transactions
- Consolidates your financial data in one place
For Quicken/QuickBooks/Microsoft Money users:
Just go to your Account Activity Page within Business Online Banking, click on Export Transactions under the Transactions Tab, select the period of transactions from/to dates, and select the appropriate Export Format such as “Intuit Quicken (.QFX)” from the drop-down box. Then click Export. It’s that easy!
- For Windows computers, you will need Quicken and QuickBooks 2011 or higher for Webs Connect downloads through the software.
- For Mac computers, you will need Quicken and QuickBooks 2011 or higher for Webs Connect downloads through the software.
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