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Quicken and QuickBooks—Online Banking Transaction Export Tips

Below you'll find some helpful tips on how to export your Personal Online Banking transactions for use in Quicken and QuickBooks.

Note: It's always a good idea to make a backup of your data file before making any changes. We recommend you do so before following the instructions below.

Follow the steps below to define the exact dates for transactions that can be saved as a .qfx file for Quicken or a .qbo file for QuickBooks:

  1. Log into online banking and select the account with transactions to be downloaded.

  2. After choosing filters, select the date range you would like to download and click apply filters.

    Digital Banking QuickBooks

  3. Select the export icon at the upper right corner to choose the file type to download; XLS, CSV, OFX, QFX or QBO.

    Digital Banking QuickBooks File Type

  4. The output file will be restricted to the range of dates selected.

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