If you use Quicken® or QuickBooks® financial management software, it's easy to download checking and savings data directly into your software. Manage cash and credit sales, track expenses and liabilities, and even create customized invoices and pay bills.
Use Web Connect for Quicken® or QuickBooks®
Web connect
Simply sign in to your online banking account and click the “Export” icon from the account summary page—or the “Download Account Data” button from the account history page. Then select the small business accounting software you’d like to move your information into. Choose from:
- Quicken
- Quicken for Mac®
- QuickBooks
Note: Citizens complies with the product sunsetting policy of Quicken and QuickBooks by Intuit. For Quicken sunset policy information, visit quicken.intuit.com/support and for QuickBooks, visit quicken.com/support/quicken-discontinuation-policy.
User guides for Quicken and QuickBooks online integration
User guides provide you with detailed instructions to link your personal financial management software product to Citizens Online Banking and Bill Pay.
VIEW LATEST USER GUIDES:
Quicken for Windows Quick Start Guide
Quicken for Mac Quick Start Guide
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Quicken and QuickBooks are registered trademarks of Intuit, Inc.
