Access with Quicken®, QuickBooks® and Microsoft® Money
We support access to your account information and bill payment using Quicken, QuickBooks or Microsoft Money personal finance management (PFM) software. PFMs can help you:
- Directly download balances and transaction history for your checking and savings type accounts
- Transfer funds between eligible accounts
- Manage bills through Bill Pay (Not enrolled in Bill Pay? Sign up today!)
- Exchange secure messages with Customer Service
- Synchronize account information and scheduled bill payments between PFMs and Online Banking
- Analyze and report account activity using a variety of built-in tools
The following versions of PFMs are supported:
- Microsoft Money (Personal or Small Business)
- Quicken for Windows and Mac
- QuickBooks (Windows version only)
By synchronizing your account and bill payment information, you'll be able to perform all the above functions through your Online Banking session and your PFM software at home and the office. For example, you can schedule and send instructions to pay a bill from your software at home and later log onto Online Banking elsewhere to view or edit that same bill payment.
Microsoft Money
Getting Started
To review product benefits and features and purchase a copy of the product, visit www.microsoft.com/money.*
In Microsoft Money Plus (Essential, Deluxe, Premium or Home and Business) you will need to create and enable your bank accounts. Once enabled, you can then download your account information, perform eligible banking transactions, and more. For helpful information on enabling your bank accounts in the software, click the appropriate supported version guide link below:
Supported Version Guides: MoneyPlus (331k PDF) Essentials (313k PDF) 2007 (533k PDF)
Help and Support
If you need help enabling your accounts in Microsoft Money, please refer to the in-product help and support. If you still have trouble enabling your accounts in the software, please refer to your support agreement with Microsoft or contact Customer Service for assistance. Please note, that Customer Service can only provide support for enabling your accounts in the software and general connection issues.
If you have questions about specific features and functions in Microsoft Money, or are experiencing technical problems with the software, please refer to the in-product help and support, your support agreement with Microsoft, and visit http://www.microsoft.com/money/support.mspx.*
If you are not able to download transactions, please refer to the Microsoft Money Online Services Policy links below to determine if your Online Services in Microsoft Money have expired.
Money (Plus Deluxe, Premium, Home and Business)
http://www.microsoft.com/money/online_services_policy.mspx#link1*
Money Essentials Online Services Policy
http://www.microsoft.com/money/internet_essentials.mspx*
Money 2007 Online Services Policy
http://www.microsoft.com/money/online_services_policy.mspx#link2*
Quicken for Windows and Mac
Getting Started
To review product benefits and features, and purchase a copy of the product, visit www.quicken.com.*
In Quicken (Basic, Deluxe, Premier, Premier Home and Business, or for Mac) you will need to create and enable your bank accounts. Once enabled, you can then download your account information, perform eligible banking transactions, and more. For helpful information on enabling your bank accounts in the software, click the appropriate supported version guide link below:
Supported Version Guides (for Windows): 2009 (383k PDF) 2007-2008 (615k PDF) 2006 (82k PDF)
Supported Version Guides (for Mac): 2007 (378k PDF) 2006 (267k PDF)
Help and Support
If you need help enabling your accounts in Quicken, please refer to the in-product help and support. If you still have trouble enabling your accounts in the software, please refer to your support agreement with Quicken or contact Customer Service for assistance. Please note, that Customer Service can only provide support for enabling your accounts in the software and general connection issues.
If you have questions about specific features and functions in Quicken, or are experiencing technical problems with the software, please refer to the in-product help and support, your support agreement with Quicken, and visit Quicken's support site.*
Attention Quicken for Mac 2005-06 users! The 2005 and 2006 versions will NOT be discontinued in 2009. These versions will be discontinued in 2010.
For additional information and answers to frequently asked questions, please visit http://quicken.custhelp.com/cgi-bin/quicken.cfg/php/enduser/std_adp.php?p_faqid=3875.*
QuickBooks (For Windows)
Getting Started
To review product benefits and features, and purchase a copy of the product, visit www.quickbooks.com.*
In QuickBooks (Pro or Premier – standard or industry-specific) you will need to create and enable your bank accounts. Once enabled, you can then download your account information, perform eligible banking transactions, and more. For helpful information on enabling your bank accounts in the software, click the appropriate supported version guide link below:
Supported Version Guides (for Windows only): 2009 (354k PDF) 2008 (170k PDF) 2007 (218k PDF)
Help and Support
If you need help enabling your accounts in QuickBooks, please refer to the in-product help and support. If you still have trouble enabling your accounts in the software, please refer to your support agreement with QuickBooks or contact Customer Service for assistance. Please note, that Customer Service can only provide support for enabling your accounts in the software and general connection issues.
If you have questions about specific features and functions in QuickBooks, or are experiencing technical problems with the software, please refer to the in-product help and support, your support agreement with QuickBooks, and visit QuickBooks' support site.*
Contact Us
If you have trouble enabling your accounts in the software, call our live Customer Service 24/7 at 888-751-9000. Please note that Customer Service can only provide support for enabling your accounts in the software and general connection issues.
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