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Quicken FAQ

 
 
Yes, Online Banking supports the current version of Quicken plus two previous versions for downloading your account history.
We support the current version of Quicken plus two prior versions.
Online Banking supports the WebConnect method for downloading your account history into your Quicken software.
WebConnect is a one-way communication from Online Banking to Quicken for the purpose of downloading your checking and savings history. This method of downloading your history replaces the QIF download process.
We do not require an enrollment. Simply access your account from Online Banking, retrieve the desired history and click on the "Quicken" button from the download section at the bottom of the page.
Yes.  There is a QuickBooks download button in the download area. 
At this time Online Banking only supports the download of statement data via WebConnect. DirectConnect, the two way communication that allows the above transactions is not supported.
WebConnect allows the user to setup an online register for accounts held at participating institutions. A download button within Quicken launches a browser window for easy access to Online Banking, you log on, download the history and Quicken either imports the data into your new register or prompts you to accept the transactions into your existing register. The register keeps track of the downloaded transactions to avoid duplicate entries.

  1. Log on to Online Banking
  2. Select "Quicken
  3. Select the account history and time frame to download
  4. Click ‘Submit’
  5. If prompted to either Open or Save the file, Click on Open
  6. Your Quicken software will be launched and your data will be imported into your register. If this is the first download for the account,Quicken will prompt you to select an existing register or create a new one.
Downloaded transactions are automatically matched with transactions that have been manually entered into the register to avoid duplicate entries.
Simply follow the steps below to download your account history into Quicken:
  1. Log on to Online Banking
  2. Select "Quicken" from the download section located at the bottom of the history page
  3. Select the account history and time frame to download
  4. Click on “Submit” button
  5. If prompted to either Open or Save the file, click on Open
  6. Your Quicken software will be launched and your data will be imported into your register. If this is the first download for the account, Quicken will prompt you to select an existing register or create a new one.
Downloaded transactions are automatically matched with transactions that have been manually entered into the register to avoid duplicate entries.
 
You can visit Intuit’s web site at Quicken's website.