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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"
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  • Click on the desired file type.
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  • Click Download.
quicken step 5 screenshot