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I want to import bank transactions to quickbooks it only gave me an option of three months
January 21, 2015 11:07:59 AM
In reply to Marcio, Milford
Good morning Marcio, thanks for coming by TD Helps. We would be happy to provide more information.
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 third party 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 third party 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 helps Marcio. Please let us know if you have any other questions or feel free to give Tech Support a call at 800-493-7562, available 24/7.
Yen D, Mount Laurel
January 21, 2015 11:10:08 AM
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