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Old 07-07-2006, 03:37 PM
KHarris KHarris is offline
Junior Member
Join Date: Mar 2002
Location: Nashville
Posts: 9
Downloading info from Credit Union

I am trying to download transactions from a credit union account that is used by a small biz owner as his business account. I want to download into QuickBooks.

There are at least a couple of problems:

1. When I go to set-up on-line banking, the credit union is not listed as a provider. How do I set this up?

2. The file formats provided are:

Quicken Webconnect
Quicken QIF
Microsoft Money Active Stmt
Microsoft Money OFX
Fixed Length Check
Comma Separated
Tab Separated
Which format should I use?
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Old 07-08-2006, 12:26 PM
Joey Joey is offline
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Join Date: Jan 2002
Location: South Florida
Posts: 6,258
The banks listed on your Set up Online Banking List are the banks that will actually work with the QuickBooks program. Not all banks (or credit unions) are compatible.
Certified Pro Advisor
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