Downloading into Quicken and Quickbooks
- At the first logged in screen, click on an account number.
- At the next screen, click the drop down box for Transactions and click on
Transactions Export.
- At the next screen, go to Export From and click on the account that you would like
transported as indicated in the drop down list of accounts.
- On the same screen, go to Transactions Export and either click on the Cycle drop
down or identify the dates of transactions to be transported. We recommend
identifying a span of dates.
- On the same screen, go to Export Format. Click on the drop down and select your
Quicken or Quickbooks format. (As a rule, Quickbook programs 2003 and older would use the
Intuit Quickbooks .11F format. Quickbooks 2004 and newer would use the Intuit Quickbooks .QBO.)
- Click on Export and you will be asked if the file is to be Saved to your computer or
Run. We recommend Save.
