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 Now you can download your account information directly into QuickBooks® from Citizens’ Business Online Banking with Web Connect, which gives you the power to manage your business more effectively:
No manual data entry - Once you're set up, you can download all your transactions right into QuickBooks®—instead of typing them in by hand.
Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
Easier to use - Web Connect files may be automatically opened by QuickBooks ® directly from the Citizens Financial Bank web site, which eliminates the need for you to search for files that have been downloaded.
Automatic account setup – Simply initiate a download to QuickBooks ® from the Citizens Financial Bank web site, and QuickBooks ® sets up your accounts for you—with your data already up to date.
QUICK FACTS
- There are two basic steps to set up this functionality:
1. Set up Citizens account in QuickBooks ® for online banking access.
2. Log in to Citizens’ Business Online Banking and “Export” activity to QuickBooks ®.
- You can download the transaction activity available on online (Previous and Current Statements) and/or select a date range to download within this timeframe.
- You can download information to all supported versions of QuickBooks ® for Windows and Mac.
BUSINESS ONLINE BANKING DOWNLOAD INSTRUCTIONS
- Login to Business Online Banking
- Click on the Account you wish to download
- Click Transactions/Menu
- Select “Cycle” to download from dropdown (Previous Business Day, Current Statement, Previous Statement, All) OR enter specific transaction criteria for download.
- Select “Export Format” from dropdown. (QuickBooks 2005 & Newer (.QBO) or QuickBooks pre 2005 (.IIF))
- Click “Export”
For help with downloading transaction activity from Business Online Banking, please call Client Services at 1-888-226-5237.
For QuickBooks ® software support, please call 1-888-320-7276 or visit www.quickbooks.com/support†.
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