Education Center

Money Management Tools

Welcome to Mercer County State Bank. The following money management  tools are provided to help you manage your money more effectively.

Financial Planning Checklist

• Seven Steps to Better Money Management
• Personal Budget Planner
• Debt Reduction Strategies
• Effective Strategies for Saving
• Understanding Credit Card Debt and Managing Expenses

eStatements

eStatements are here!

At Mercer County State Bank, we are committed to providing you the most advanced electronic services available. eStatements is a great way to receive, view, save and print your bank statements without waiting for a paper statement to arrive each month in your mail.

Your Mercer County State Bank eStatements are:

Enrollment is Easy!

You must have Online Banking to enroll. Online Banking is another great free bank service.

1. Just log into Online Banking and an automatic link will direct you to the easy-to-follow enrollment page (Only the primary accountholder may initiate the enrollment process).
2. Indicate the accounts you’d like to enroll (Checking and Savings Statements are available at this time, but if you have been receiving a combined multiple accounts statement, you will receive this same combined eStatement).
3. Next, confirm your email address, view the Electronic Statement Disclosure and then click “Accept”.  You will receive an enrollment confirmation by email.
4. Welcome to eStatements! It’s that Easy!

Receiving your eStatements

Once your eStatement is produced, you will receive an email notifying you that it’s now ready for viewing at your convenience. To view your eStatement, click on the link provided in the email or visit our homepage https://www.mcsbank.com and follow these simple steps:

1. Log in to Online Banking using your Access ID and Password
2. Click on the ACCOUNTS Tab and the applicable Checking Account
3. Click on the DOCUMENTS tab
4. Click on eStatements link
5. Click on the current month's statement

We’re here to help!

If you have any problems or questions, please call our Customer Care Center at 800-376-7015 and we’ll be happy to assist you.

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.