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Des Moines/Business Banking/Quicken-QuickBooks

Quicken / QuickBooks

For B​usiness Accounts

Quicken / QuickBooks: Web Connect
 

Bankers Trust is using a technology called Web Connect. This technology automatically launches Quicken or QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register.

  1. Log-in to your Business Internet Banking account. 
  2. Choose Account Activity and select the account and date range you wish to use.
  3. Click on the search button.
  4. Choose the download this report, select which program and version you prefer, and click the go button.

Then follow the directions below based on your software type.

Windows:

  1. A Windows dialog may appear that asks whether you would like to Save or Open the file, Select Open. 
  2. If this is your first time downloading with Web Connect for this account, a dialog box will appear stating, "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type. 
  3. You will be asked whether you would like to "Use an existing Quicken or QuickBooks account" or if you would like to "Create a new Quicken or QuickBooks account."
    Use an existing Quicken or QuickBooks account: If you already have the account setup in Quicken or QuickBooks and you would like to add on to the existing transaction activity, you should select this option.
    Create a new Quicken or QuickBooks account: If you have not setup this account in Quicken or QuickBooks or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account. You will receive all transactions that fall within the From and To dates you selected in Step 2. 
  4. When Quicken or QuickBooks confirms that the Web Connect data has been successfully downloaded to Quicken or QuickBooks, select OK 
  5. Repeat these steps for each account you would like to download into Quicken or QuickBooks.

Mac:

  1. File is automatically downloaded to your "downloads or desktop." 
  2. You can double click on the .qfx file or import the file using the "file" menu to import the transactions. 
  3. Repeat these steps for each account you would like to download into Quicken or QuickBooks.

 

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