New - download to Quicken and QuickBooks!
Great news for Quicken and QuickBooks users! There's a new way to download your F&A account transaction information directly from F&A Online Banking to Quicken or QuickBooks*. Here’s how:
- When logged into F&A Online Banking, on the Dashboard in the Account Summary section, click the account of your choice to View Account Details.
- Near the center of the screen, click the Transaction Download button.
- On the Transaction Download page, under File Type, select the applicable Quicken/QuickBooks option.
- Select Transaction Date Range and/or Transaction Category, click the Download Transaction button, and follow the prompts.
If your Quicken account is open and set up to receive data, your F&A transaction information will automatically download to your Quicken account.
If you have questions, please visit Quicken or QuickBooks Customer Service.
*You must be signed into a Quicken program in order to download transactions. Please go to Quicken.com for details.