1. To export your transactions, hover cursor over Accounts, then click on Export.
  2. Choose the account you would like to export history.
  3. Select Quicken Web Connect as your Export format, and click the Download Data button. Do this for each account you wish to export.
  4. 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.

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