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Quicken and QuickBooks

We’ve upgraded our Intuit product connectivity to offer you seamless integration of your Business Online Banking data into Quicken and QuickBooks.

To take advantage, simply locate your device type and Intuit product below, then follow that link to the appropriate instructions.

QuickBooks Online Instructions

Mac Users

Quicken Upgrade Instructions

QuickBooks Upgrade Instructions

Window Users

Quicken Upgrade Instructions

QuickBooks Upgrade Instructions

Not looking for a change? If you currently use Business Online Banking to import your data into Quicken or QuickBooks, and you don’t wish to change your process, please follow the appropriate one-time instructions below.

Mac Users

Quicken Instructions

QuickBooks Instructions

Window Users

Quicken Instructions

Quickbooks Instructions

If you have questions, please Contact the Cash Management Support Team, or call (888) 569-9909.