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I do not want PDSs of statements because as a small business I need to have all of my transactions for the year and I need to itemize each transaction.
gabrielle, brooklyn, ny
January 9, 2015 05:18:23 PM
In reply to gabrielle, brooklyn, ny
Thanks for making a stop at TD Helps, Gabrielle.
To export your transactions, you'll be happy to know that TD Bank Online Banking supports access to your TD Checking account information with the use of Quicken and QuickBooks. You'll find all the details here: http://bit.ly/VWiinn. This link reviews the benefits of Quicken and QuickBooks and how to synchronize the system to your Online Banking account.
At the present time, you may download the current statement activity and your previous month’s statement from TD Bank Online Banking into your third-party software (the most recent 60 days of activity). Please keep in mind that any statement information older than what you may currently view online will require manual entry. In case you need additional assistance, our dedicated Tech Support Specialists can be reached 24/7 at 800-493-7562.
We hope this helps and please let us know if you have any other questions.
Yen D, Mount Laurel
January 9, 2015 05:25:21 PM
In reply to Yen, Mount Laurel
When will it not need manual entry for transactions past 60 days? It makes it very convenient and easy, especially when using Quicken for the first time.
March 25, 2015 05:59:53 PM
In reply to Rosemarie, Queens
Thanks for joining in on the discussion, Rosemarie!
At this time, you are able to download all statement activity to your third party software from your current statement, and last statement periods (specifically the last 60 days). We apologize for any inconvenience this may cause, and we appreciate your feedback, as we always look to make banking online easy for Customers. We will pass your feedback along!
Thanks again for joining us, Rosemarie. Have a great one.
Justin B, Mount Laurel
March 25, 2015 06:01:31 PM