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October 27, 2014 03:51:06 PM
In reply to Jane, Kinnelon
Hi Jane! Thanks for reaching out to us through TD Helps!
We're proud to say that TD Bank Online supports a direct connection to versions of Quicken 2011 or newer and QuickBooks for Windows 2011 and newer. This applies to both Personal and Business accounts. You'll find all the details here: http://bit.ly/VWiinn. This link reviews the benefits of QuickBooks or Quicken and how to synchronize the system to your Online Banking account. Check out: http://bit.ly/1rdJX0S as this provides additional information such as Frequently Asked Questions and a Step-By-Step guide on how to update QuickBooks or Quicken on your computer.
In order to connect Quicken to your TD Bank Business accounts, you must first enroll for online banking.
Just in case if you are not currently enrolled for TD Bank BusinessDirect, you may follow this link: http://bit.ly/1dl2HX6 to enroll for this free service. Once you’re at the “Sign Up for TD Bank BusinessDirect” page, please complete the application. You will need your Business Taxpayer Identification Number, account number, ATM/Debit card number, the business name, and your e-mail address. When you are finished with the application, you will receive an e-mail confirmation within 2 business days that contains your User ID and password. In case you don't have a debit card or would like to have immediate access to online banking, you could visit your local TD Bank Store for help. For hours and locations near you, check out: http://bit.ly/TDStores
If you need additional assistance in regards to connecting Quicken to our Online Banking, you may contact us 24/7 at 1-800-493-7562 to speak with a Digital Banking Specialist.
Thanks again for your visit today! We welcome you back anytime with any other questions, and take care.
Cameron P, Mount Laurel
October 27, 2014 03:52:04 PM