• Web Connect - How do I export my account information to Quicken or QuickBooks using Tech CU Online Banking? 

    You can download your transactions to be imported to Quicken (QFX) or QuickBooks (QBO) via Online Banking by doing the following:

    1. Log into your Online Banking account.
    2. On the Account Summary page, click Options and select your download option (Quicken - QFX, or QuickBooks- QBO).

      options for QuickBooks

    3. The next page will prompt you to enter a date range (default to last 180 days) and account type (Default All Accounts) for the transaction export.

      date range screenshot

      1. Enter Start Date of range (Default to 180 days ago, use shortcut to have the system enter the date if applicable).
      2. Enter End Date of range (Default to today, use shortcut to have the system enter the date if applicable).
      3. Accounts selection (Default to All Accounts, you can select only Checking or Savings if desired).
      4. Download - Click this button to download the data file to be used with Quicken or QuickBooks.
       

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