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I am preparing to manage our churches finances on QuickBooks. Is there a fee to download the bank statements into QuickBooks?
Carol, Monroe Township
September 23, 2016 08:32:56 AM
In reply to Carol, Monroe Township
Thanks for your question, Carol. We'd be glad to help.
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 are able to learn more here: https://go.td.com/VWiinn.
If you are signed up for our Retail online banking, please check here http://go.td.com/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 to https://go.td.com/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.
Please know that downloading your statement information is free of charge.
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 helps, Carol. Have a good day.
Megan K, Mount Laurel
September 23, 2016 08:33:07 AM