Contents | Index
Downloading one account at a time
- To download activity for a particular account, click on the checkbox in the "Download" column next to the desired account.
- At the bottom of the page, select Intuit Quicken or Intuit Quickbooks. (The downloading default on the Financial Summary (View Accounts) page will be since your last download to a maximum of the last 45 days. All transactions to the close of the last business day will be exported).
- You will be taken to a "Setup Download to Quicken or Quickbooks" page to select the account types for each account listed. If you have initially set up these accounts in Quicken or Quickbooks, these selections MUST BE THE SAME as how you have set them up in Quicken or Quickbooks.
- Upon clicking "OK", your account preferences will be saved automatically and subsequent downloads will bypass this page.
- If you do not want your account export settings saved, simply click the box that says "Let me check these settings each time I download" and you will be presented with the "Setup Download to Quicken or Quickbooks" page each time you request to download your information
Multiple Downloads
- You are able to export all of your accounts in one easy step.
- From your View Accounts page, select all the accounts that have the download checkboxes beside them.
- Go to the bottom of the page and select the Download to box. (The exporting default on the View Accounts page will be since your last download to a maximum of the last 45 days. All transactions to the close of the last business day will be exported).
- You will be taken to a "Setup Download to Quicken or Quickbooks" page to select the account types for each account listed. If you have initially set up these accounts in Quicken or Quickbooks, these selections MUST BE THE SAME as how you have set them up in Quicken or Quickbooks.
- Upon clicking "OK," your account preferences will be saved automatically and subsequent downloads will bypass this page.
- If you do not want your account download settings saved, click the box that says "Let me check these settings each time I download" and you will be presented with the "Setup Download to Quicken or Quickbooks" page each time you request to download your information.
First Time Downloading to Quicken or Quickbooks?
If this is your first time downloading to Quicken, you may receive a pop up window asking you what you want to do with the file you are about to download - Open or Save. If you receive this message, click Open, then click OK. This will automatically launch Quicken and import the transactions. ALL subsequent exports will automatically launch Quicken provided you uncheck the box "Always ask me before opening this type of file" on the download pop up window.
