Exporting to QuickBooks

How do I download my Online Banking account information to my Money Management Software like QuickBooks?

To export transactions into your personal finance application, select the appropriate Transaction Export options located in the Transaction Menu and click the "Export" button. Your files will be saved to disk. Once you have logged on to your personal financial application, you can then import these files from their saved location. Account transactions may be downloaded to Quicken, QuickBooks, Microsoft Money, or as a CSV file.

Export Into Your Personal Finance Application

Select the appropriate file type from the following list, then click the "Export" button to complete the process:

• Comma Separated File (.CSV)
• Single Column (.CSV)
• Quicken (.QIF)
• Microsoft Money (.OFX)
• QuickBooks (.IIF)

The following transactions can be exported:

• Previous Business Day
• Current Statement
• Previous Statement
• Since Last Logon
• Recent Transactions
• Selected Date Range within the Current and Previous Statement cycles

Export from Online Banking

You can export Items from Online Banking after each statement is produced into QuickBooks:

1. Sign on to Online Banking from our Home Page:
   1. Enter Access ID
   2. Select Transaction Export (in Start drop down)
   3. Click on: Log In – Online Banking button
   4. Key in your password
   5. Click on: Submit button
   6. Select Account from the account Tab (if applicable)
2. Export Items:
   1. Cycle: Previous Statement
   2. Export Format: QuickBooks (.IIF)
   3. Click on: Export
   4. Click on: Save
   5. Click on: Save In & Select: (Location you would like to save file)
   6. Click on: Open
   7. File Name:  (the name you would like .IIF)
   8. Click on: Save
   9. Click on: Yes (to replace old file if applicable)
   10. Click on Close
   11. Click Log Off Button

Import an IIF file into your QuickBooks data file which enables you to import lists and transactions.

QuickBooks Detailed instructions

1. Log in to your data file as the Administrator.
2. Switch to single user (SU) mode.
3. Since you cannot undo an import, you must backup your company file before proceeding.
4. Go to File > Utilities > Import > IIF Files.
5. Navigate to the location of your IIF file and highlight the file.
6. Click Open.
7. QuickBooks pops a message confirming your data has been imported.
8. Click OK on the message.

Note: Support for importing IIF files created with third party software is the responsibility of the third party software.

Intuit – QuickBooks – Support Document - KB ID# HOW19695

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.