Intuit Quicken / QuickBooks Integration

What does integrating with Quicken / QuickBooks mean for me?

First Bank and Trust Company now offers Direct Connect to download account information into Quicken and QuickBooks, the easiest way to organize your personal finances.

  • No annual data entry - Once you're set up, you can download all your transactions right into Quicken®—instead of typing them in by hand.
  • Automatically reconcile data - Direct Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Direct Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Direct Connect files may be automatically opened from within Quicken®, which eliminates the need for you to search for files that have been downloaded.
How do I download my transactions to be able to import into Quicken / QuickBooks?
  1. Login to your online banking account with your username and password at
  2. Choose the Account you are wanting to download.
  3. Click on the blue "Download" button underneath your account.
  4. Choose the "Date Range" from the dropdown list to download the Current Statement, Previous Statement, All Transactions*, or a Custom Date Range.
  5. Choose the "Format" from the dropdown list to download a Comma-Separated Value (.csv) file, a Microsoft Money (.ofx) file, a QuickBooks 2005 & Newer (.qbo) file, or a Quicken 2005 & newer (.qfx) file.
  6. Click on "Download Transaction" and save the file to your computer.

* Transactions are only available for download for the current and previous statements. Anything older will need to be manually entered into Quicken or QuickBooks.


How do I import my downloaded file into Quicken/ QuickBooks?
  1. Open Quicken / QuickBooks then choose File > File Import > Web Connect File... You will see an import dialog box.
  2. Navigate to and select the file you downloaded from Online Banking, then click Open.
  3. Create a new account and enter a nickname for that account. If you have an existing account, click Link an Existing Account.
  4. Click Import.
  5. Click OK to confirm and finish.
User Guides for Quicken and QuickBooks

Click the appropriate link below to access the user guides on importing financial transactions into Quicken and QuickBooks.

Quicken Windows Guide

QuickBooks Windows Guide

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