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You asked: I'm having trouble accessing my TD Bank accounts through QuickenŽ and/or QuickBooks.TM What should I do

We matched that to: I'm having trouble accessing my TD Bank accounts through QuickenŽ and/or QuickBooks.TM What should I do?

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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