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I tried exporting a QIF file, but Quickbooks doesn't recognize it as something it can import. My accountant had maintained the account in 2014, but I need to do it for 2015.
Mark, North Wales
September 3, 2015 02:34:49 PM
1 person recommended this |
In reply to Mark, North Wales
Thanks for joining us here at TD Helps, Mark. We are sorry to hear about your Quickbooks difficulties and we'd be happy to help point you in the right direction for assistance.
Before we being, we'd like to mention that 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. The information on this page 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 log in by clicking 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 here: 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 tech Support Specialist.
We hope this information provided was helpful. Should you need anything else, please do not hesitate to let us know. Have a wonderful day!
Yen D, Mount Laurel
September 3, 2015 02:37:23 PM
1 person recommended this