Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
May 4, 2018 06:57:29 AM
5 people recommended this |
In reply to Baila, Brooklyn
Good morning, Baila, and happy Friday!
You have a great question, and we'll gladly assist you with downloading your transaction history to Quick Books.
To get started, you'll first want to log into your Personal Online Banking, which you can do by clicking here: https://go.td.com/1eaISlq. Once you've successfully logged in, if you aren't already viewing your account(s), you'll want to select the 'Accounts' tab towards the top of your screen. From here, you'll next want to simply click on your account so that you're viewing your most recent and up to date transactions.
Next, to download your transactions to Quick Books, or similar software, you'll want to click the 'Export' button. The 'Export' button can be found towards the center of your screen, found directly above your transactions and to the left of the 'Help' button.
If you have any trouble downloading your transactions, please know that our Tech Support Team is here to help! To reach a Tech Support Specialist you may simply dial 800-493-7562, 24 hours a day, 7 days a week.
We hope that you found this information helpful, Baila, and thanks for bringing your question to TD Helps this morning.
Take care, and have a great upcoming weekend!
Brittany M, Mount Laurel
May 4, 2018 06:58:56 AM
1 person recommended this