Connect with Quicken or QuickBooks

To download a spreadsheet of your account transactions to upload to Quicken or QuickBooks.  Follow these steps:
 
  • Login to Online Banking.
 
  • Click on the account on the dashboard for which you need to download transactions.
Quicken step 1 screenshot
 
 
  • Click on the download arrow.
quicken step 2 screenshot
 
 
  • Click on the File type "Spreadsheet"
quicken step 3 screenshot
 
  • Click on the desired file type.
quicken step 4 screenshot
 
  • Click Download.
quicken step 5 screenshot