Connect directly to online banking or export your account information
Direct connect lets you download account information into accounting software such as Quicken or QuickBooks without logging into online banking. Once connected, banking transactions are automatically updated so you see all your account activity inside your accounting software.
Before you can use Direct Connect, you need to register inside online banking. Simply select Connectivity for Quicken and Quickbooks from the Other Services menu to get started. But don’t forget to back up your current data and update your software to the latest version.
You can also download your account information to your hard drive for import into a personal financial management software program in the formats: Money (OFC), Open Financial Exchange (OFX), Quicken Financial Exchange (QFX), and Comma-Separated Variables (CSV).
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