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My accountatnt tried to do it, but it would only let us do the last 2 months.....I need it from Jan 1st till present.
December 5, 2014 07:29:55 PM
1 person recommended this |
In reply to Rob, Monroe
Thanks for stopping by, Rob. We appreciate your question and would be glad to provide more information about using QuickBooks with us.
At this time, you may download the current statement activity and your previous month’s statement (the most recent 60 days of activity) from TD Bank Online Banking into your software. Any statement information older than what you may currently view online will require manual entry.
For your reference, you may follow this link: http://bit.ly/VWiinn. This link reviews the benefits of QuickBooks and how to synchronize the system to your Online Banking account. Also 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 on your computer.
Although the account history beyond 60 days old is not available to be downloaded in your software electronically, please know that your previous statements are available online in PDF format, and you can review them and even save them to your computer to view them whenever you wish.
For your convenience, we have also included the detailed instructions on how to review your previous statements in PDF format.
If your account is enrolled for our Retail online banking site, after logging in your account from here http://bit.ly/1eaISlq, please follow the steps below to obtain your statements:
1. Click on the accounts link at the top of the screen
2. Click on the account number you would like to view statements on
3. Click on the “Statements” tab.
4. Choose the statement period you would like to view and click “View Statement”
5. You may then click the print icon if you would like to print a copy of your statement
If you are enrolled for our BusinessDirect online banking, after logging in your account from here http://bit.ly/1rvBmq8, please follow the steps below to obtain your statements:
1. Click on the accounts link at the top of the screen
2. Click “Statements”
3. Choose the statement period you would like to view and click “View Statement”
4. You may then click the print icon if you would like to print a copy of your statements
We hope this clarifies your question, Rob and feel free to reply with any other questions you have.
Kristen P, Mount Laurel
December 5, 2014 07:34:55 PM
In reply to Kristen, Mount Laurel
I having problems with TD Bank - Quckbooks connection all the time. I already downloaded transaction. But from time to time this is not working - I am getting message: Login not recognized. After few messages my TD Bank login information revoked. Looks like it is periodically stop working. Please advise me - how to resolve this issue. When I login to TD Bank online, I periodically asked security questions. Maybe when I am trying to login to TD Bank using Quickboos, the system also asking security questions?
Also, how often can I download bank transactions? Can do it daily? Or I have to do this monthly (statements)?
Irina, New York
April 17, 2016 09:15:06 AM
In reply to Irina, New York
Thanks for submitting your question, Irina. We're glad to guide you in the right direction today.
TD Bank Online supports a direct connection to versions of Quicken 2012 or newer and QuickBooks for Windows 2012 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 addition, we invite you to follow here: http://bit.ly/1DnEBCH for troubleshooting your Quicken access with our website.
If you need any additional detailed assistance with your TD Bank Online account, please feel free to contact our Tech Support Team 24/7 at 800-493-7562 or you may also visit us at a Store during lobby hours. To take a look at locations near you and their hours please visit http://bit.ly/TDStores. We will be able to assist you further upon proper verification of your accounts(s).
Keep in mind that if you are experiencing difficulties with your Quicken account, we recommend you contacting Quicken directly to provide other options and troubleshoot any accessibility issues that you may be experiencing.
We hope this information is helpful, Irina and please take care.
Alara B, Mount Laurel
April 17, 2016 09:15:58 AM
I am in Canada but have a business account TD Bank in the USA. Do you know if it is possible to download statements from TD Bank in the USA to QuickBooks Online Canadian version?
April 27, 2017 01:18:06 PM
In reply to Robert, Toronto
Thanks for joining in, Robert.
Please know that we are unsure of the functionality of QuickBooks and if the program is able to download US transactions to a Canadian version of the program. We recommend reaching out to QuickBooks Customer Support directly for clarification.
Thanks again, Robert. Have a good day!
Megan K, Mount Laurel
April 27, 2017 01:18:14 PM
1 person recommended this