Financial Software FAQ

Quicken

Quicken Support

For further Quicken Support, please click on the link below to contact Quicken Support directly.

Quicken Support

How do I export transactions from Online Banking into Quicken?

From the Account Details page, click on Export on the right side of the yellow bar. Then select Quicken (qfx).

Why am I unable to update my transactions?

For further assistance with updating transaction within Quicken, please visit Quicken’s help section on their website.

 

Quickbooks

QuickBooks Support

For further QuickBooks Support please follow the link below to QuickBooks’ support home page.

QuickBooks Support

How do I export transactions from Online Banking into QuickBooks?

From the Account Details page, click on Export on the right side of the yellow bar. Then select QuickBooks (qbo).

Why am I unable to update my transactions?

For further assistance with updating transaction within QuickBooks, please visit Quickbooks’ help section on their website.

 

Microsoft Money

How do I export transactions from Online Banking into Microsoft Money?

From the Account Details page, click on Export on the right side of the yellow bar. Then select Microsoft OFX (ofx).

 

Mint.com

Why is my account giving me an error?

Why is my account giving me an error?

Mint.com Support