When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, select OK. Repeat these steps for each account you would like to download into Quicken. The file is automatically downloaded to your desktop. You can double click on the.qfx file or import the file using the 'file' menu to import transactions.
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Depending on the nature of your financial situation, you may be in a position where you have accounts with a number of banks. This can be difficult to manage, which is why the Quicken software can be a welcome addition to your computer. You can download account information from your bank, such as Bank of America, directly to the Quicken software. The data is automatically formatted for Quicken, allowing you to transition easily into managing your account from that software.
1.
Open a Web browser window and navigate to BankofAmerica.com.
2.
Type your online user ID into the field at the top left corner of the window, and then click 'Sign In.'
3.
Type your password into the Password field, and then click 'Continue.'
4.
Click the account at the center of the window for which you wish to download your information.
5.
Click the blue 'Download' link at the top of the Account Activity section at the center of the window.
6.
Click the 'WEB Connect for Quicken 2009 And Above' option, and then click 'Download Transactions.'
7.
Double-click the downloaded file to import the information into Quicken.
Tip
You can also download your Bank of America account information in several other file formats, including Microsoft Excel and printable text format.
About the Author
Matthew Burley has been a writer of online content since 2005. You can view many of his articles on associatedcontent.com. Burley holds a Bachelor of Science in political science from Arizona State and a Master of Science in computer information systems from the University of Phoenix.
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Burley, Matthew. 'How to Download From Bank of America to Quicken.' Small Business - Chron.com, http://smallbusiness.chron.com/download-bank-america-quicken-28165.html. Accessed 19 October 2019.
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Items you will need
An account with an approved bank
Quicken software (new version)
Importing bank statements into Quicken is a great way to keep track of your income and expenses without having to enter all the information manually. Most banks now deal with online financial management, making it easy for their clients to view statements electronically. If you are already a Quicken user, choosing to import your bank statements makes sense.
Import Bank Statements Into Quicken
Check with your bank to make sure it offers statement downloading and support for Quicken. You need to know this in advance of installing the program.
Ask what version of Quicken your bank requires. Most banks will only work with either the current year or the last 2 years of the software.
Log on to your Quicken account and open the summary page for your bank. You should have the data for your bank already saved in your Quicken account. If you don't, you will have to save it before you can proceed to importing statements.
Make sure you are connected to the Internet, and then choose the 'Download' option to get the last statement from your bank to your computer. If you want previous statements as well, you can select a different date. Keep in mind, however, that most banks will only allow you to download a period at a time, so you may have to repeat the procedure until you get all the information you need.
Open the 'Account Detail' file, and a window should pop up after the download finishes in Quicken versions 2007 or later.
Go to 'File,' and then 'Import' to get the downloaded statements into Quicken. If you don't do this, the bank statements will remain in your hard drive, but won't show up when you open Quicken to work on them.
Check that you have the right information. The file should be complete, with no missing text. It should include the total monthly balance.
Choose the name of the file you want to upload into Quicken, and then click 'Save.'
Tips
Check your software version. You can only import bank statements into the full versions of the program (QuickBooks Pro, Premier and Enterprise). QuickBooks Simple Start software does not support this feature. Likewise, trial versions and some of the older versions (prior to 2003) are not capable of importing bank statements.