![]() ![]() If this is the first time you are downloading information for this account, or if QuickBooks cannot determine which account to download the transactions into, you are prompted to identify the account you use to track this financial information.QuickBooks opens (if not already opened). If prompted to open or save the file, choose Save, then find the saved file and open the file (if QuickBooks is opened, close the program prior to opening the. Select Intuit QuickBooks (.QBO) from the Format: drop-down list.Click Download Transactions under I Would Like To: on the left of the page.Select the account from the Account Summary page.Download Statements Into Quicken From Within Woodforest Online Services Note: You cannot send e-mail, make online transfers, or make payments through a Quicken Web Connect account. When your recent account history has been transferred, accept the downloaded transactions into Quicken.Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete. ![]() Your recent account history is downloaded from your financial institution to Quicken. If you have not yet set up a Quicken account for this account, click Create a new Quicken account, and then click Continue.If this is the first time you have downloaded information for this account, or if Quicken cannot determine which account to download the transactions into, you are prompted to identify the Quicken account you use to track this financial information.If prompted to open or save the file, choose Save, then find the saved file and open the file (if Quicken is opened, close the program prior to opening the. Select Intuit Quicken (.QFX) from the Download to: drop-down list. ![]()
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