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.
My "TD Convenience Checking" account was originally synchronizing transactions with Quickbooks Online, but after a month or so, it now gives a connection error between Quickbooks Online and the TD Bank login. My TD Bank login requires three security questions and I'm guessing that's why Quickbooks Online is having problems connecting to it. This is because I don't see any place to enter these security question answers in Quickbooks Online. Only the username and password. How do I connect my online TD Convenience Checking account to Quickbooks Online so I can pull and sync all the transactions?
Kelsey, Fort Lauderdale
June 12, 2016 08:56:50 AM
Saving & Managing Your Money
In reply to Kelsey, Fort Lauderdale
Thank you for joining us on TD Helps, Kelsey. We're sorry to hear that your experiencing technical difficulties with your Quickbook. We'll be happy to point you in the right direction to get this synced up properly.
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://go.td.com/VWiinn. This link reviews the benefits of QuickBooks or Quicken and how to synchronize the system to your Online Banking account. Check out: http://go.td.com/232nLXn 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://go.td.com/1DnEBCH for troubleshooting your Quicken access with our website. If you need any additional assistance, please feel free to contact our Tech Support Team 24/7 at 800-493-7562. They will be able to assist you further while you're on the phone upon proper account verification.
We hope that this information helps out, Kelsey. Please do not hesitate to ask us any other questions.
Kris M, Mt. Laurel
June 12, 2016 08:57:04 AM