Quicken® or QuickBooks®
Automated • Integrated • Expedited
Download your account transactions directly into your financial management software using Quicken®, or QuickBooks® from Beacon Business Bank’s Online Banking.
Web Connect allows you to automatically download your transactions from Online Banking, launch your Quicken®, or QuickBooks® software, reconcile your transactions all in one easy step.
- Eliminates the need to enter each transaction in your software
- Allows easy transaction reconcilement
- Helps categorize your transactions
- Consolidates your financial data in one place
Move Information from Online Banking in Five Quick Steps
- Go to your Account Activity Page within Personal Online Banking
- Click on Export Transactions under the Transactions Tab
- Select the period of transactions from/to dates
- Select the appropriate Export Format, such as “Intuit Quicken (.QFX),” from the drop-down box
- Click Export
For Windows computers, you will need Quicken® and QuickBooks® 2011 or higher for Web Connect downloads. For Mac computers, you will need Quicken® and QuickBooks® 2011 or higher for Web Connect downloads.
Receive the Assistance You Need
If you need technical assistance or help getting started with your software, please visit the Quicken or QuickBooks websites.