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I understand I can upgrade my Quicken ( 2010) and have it done automatically, but I don't want it done automatically.
william, Abington, PA
December 16, 2014 01:16:42 PM
In reply to william, Abington, PA
Thanks for coming by TD Helps with your question, William.
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.
If you are signed up for our Retail online banking, please check here http://bit.ly/1eaISlq and follow the steps below after logged onto your account:
-Click on Account Name (it should be in blue) -Under Account History, please click on the drop down arrow and select All Available History -On the bottom of next page, you will see "To export account history, please choose a file format" -You may select the format from the list and then click on Export. For Personal Retail Banking profiles, you can download both QIF and QXF file formats for version's 2000 and later.
If you are a TD Bank BusinessDirect user, please direct your browser to http://bit.ly/1rvBmq8 and follow the steps below after logged onto your account:
-Locate Download Accounts sub-tab, which is under Accounts tab -It should take you to Download Account Activity screen. You may then select File Type and Account, and then click on Download button. For Business Accounts, you would be able to download a QXF format and must upgrade to Quicken 2012 or later. You may choose to have the statements downloaded manually; however, the statements will provide activity from the previous 60 days of your statement period.
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 Banking Specialist.
We hope you find our answer helpful and please don't hesitate to return to TD Helps if you have any further questions.
LiShu R, Mount Laurel
December 16, 2014 01:17:48 PM
In reply to LiShu, Mount Laurel
My PC is about to crash and I bought a MAC and found this TD bank community board with the link instructions and your step-by-step instructions to export my personal online banking info into Quicken, but I didn't see that TD Bank offers the QXF file under the drop down arrow under "To export account history..." Have they decided not to support the QXF file into their offerings? I would love to have the QXF since I could import into a MAC but I can't find it. Please let me know how to do this or if there is another way. Much appreciated!
Magda, Jersey City
March 23, 2015 06:48:29 PM
In reply to Magda, Jersey City
Thank you for reaching us on TD Helps, Magda. We'd be happy to help.
At this time when downloading transactions from your online account, you are unable to alter the date range. The last 60 days of activity are able to be downloaded in QXF format by following the instructions LiShu mentioned in her reply. We apologize for any inconvenience.
If you have any additional questions or concerns, we ask that you speak with our Tech Support Specialists who are available 24/7 by dialing 800-493-7562. They will be happy to answer any questions you may have.
We hope this helps, Magda and have a good evening.
Megan K, Mount Laurel
March 23, 2015 06:50:35 PM