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You asked: How do I use Quicken and QuickBooks with Online Banking

We matched that to: How do I use Quicken and QuickBooks with Online Banking?

TD Bank provides access to your account information using Quicken and QuickBooks personal finance management (PFM) software. With this access you are able to:

  • Access your checking, savings and money market accounts
  • Directly download balances and transaction history
  • Transfer funds between eligible accounts
  • Send a secure e-mail to Customer Service
  • Synchronize account information between PFMs and Online Banking
  • Analyze and report account activity using a variety of built-in tools

Full synchronization allows you to perform all the above functions through your Online Banking session and your PFM software at home and the office.

You will be required to use your Online Banking username and password (sometimes referred to as your PIN by the software) to access account information and send instructions.

Your copy of Quicken or QuickBooks may need to perform an update to retrieve the latest financial institution listing from the manufacturer and any other required software updates to access your accounts.

If you have trouble accessing your TD Bank accounts, or, if you experience syncing issues with Quicken/QuickBooks, follow the steps below:

  1. Log in to Online Banking
  2. Click on the account for which you'd like to transfer data
  3. From the Activity tab, choose Export (located above your account activity on the right-hand side)
  4. Choose to export Single or Multiple accounts
  5. Export your data as either "OFX – Open Financial Exchange" or "QFX – Quicken / QuickBooks"
  6. Click Export, and the file will be saved to your computer
  7. Log in to Quicken/QuickBooks and upload the file

Tech support from Quicken is available, if you need it.* 

 

*By clicking on this link you are leaving our website and entering a third-party website over which we have no control. Neither TD Bank US Holding Company, nor its subsidiaries or affiliates, is responsible for the content of third-party sites hyper-linked from this page, nor do they guarantee or endorse the information, recommendations, products or services offered on third-party sites. Third-party sites may have different Privacy and Security policies than TD Bank US Holding Company. You should review the Privacy and Security policies of any third party website before you provide personal or confidential information.

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