I’ve opened Quicken and tried to connect to you to download my files; it does not work. How can I do this?
- To export your transactions, hover cursor over Accounts, then click on Export.
- Choose the account you would like to export history.
- Select Quicken Web Connect as your Export format, and click the Download Data button. Do this for each account you wish to export.
- Open Quicken. The exported history items will be automatically uploaded.
Our Online Banking Export feature is compatible with the most current version of Quicken as well as QuickBooks.