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.