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How do I download transaction information into Quickbooks?

  • March 11, 2021

First, you must be logged into your online banking account. You can reach the download from the Transactions dropdown located in the upper menu, and then click on Download. You may also click on the dropdown box located at the end of each share line on the main account summary page and select Download. Each share is treated individually so you have to select which share you want to download, then select date range and format. Finally for download format, select Intuit QuickBooks (QBO).