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.
I'm attempting to reconcile old account history with a new copy of Quicken. Quicken won't accept QIF, OFX, or CSV. It wants QFX, which isn't listed as an offering for any of my accounts... yet i've seen it mentioned here. What gives? How can I get this format of file?
June 24, 2015 02:53:55 PM
1 person recommended this |
In reply to Lindsay, Alexandria
Thanks for coming to TD Helps with your question, Lindsay.
We apologize as QFX are not currently being offered as a file type for downloading your account information. Whether you're using our Retail Online Banking or TD BusinessDirect, you can download your statements at any time in PDF format and you can export your recent transactions from current and previous statement cycles in CSV, OFX, QFX and QBO formats. Any transaction information older than your previous statement cycle will require manual entry.
If you are already enrolled you can sign in here: http://bit.ly/1eaISlq.
After you are logged in, you can download your statements by selecting the "Accounts" tab. Next, you would then select the specific account that you would like to download the statement for. Then, select the "Statements" tab. By clicking "View" next to the statement, Online Banking will open a new window to display the images of your statement. You will then have to click the save icon at the bottom of the page to save the statement in PDF format to your computer.
To export your transactions from current and previous statement cycles, you will still begin by selecting the "Accounts" tab. Next, you would then select the specific account that you would like to view. Online banking will automatically take you to the "Account History" tab; however, it will default to the Last 10 Days. Please click on the drop down arrow next to "Show Transactions From" and select All Available History. At the bottom of your transaction history page, you will see "To export account history, please choose a file format" and there is a drop down box that enables you to choose a format to export your transactions.
If you have any trouble saving your statements or exporting your transactions, please feel free to contact our 24/7 Tech Support Specialists by dialing 800-493-7562 for assistance.
If you are already signed up, you may log in here: http://bit.ly/1rvBmq8. After you are logged in, to download a copy of your statement in PDF format, please follow the same steps as listed above.
To export your transactions, you would still select the "Accounts" tab. Next, you will need to select "Download Accounts." It will then direct you to a page where you can select the specifics of your transactions such as format, account and dates.
If you have any trouble downloading your transactions or statements, please feel free to reach out to our Tech Support Specialists by calling the number mentioned above.
Let us know if this helps and have a great day.
Brian M., Mount Laurel
June 24, 2015 02:56:34 PM