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Attention Money / Quicken / QuickBooks Users:
Due to the recent conversion to a new and improved real time system, you will need to update your personal financial management software in order to PREVENT duplicates. Please click on the link corresponding to your personal financial management tool and version. In addition, when downloading data from the new site, please select to pull your transaction history through the PRIOR business day. Please DO NOT include the current business day in your downloads as these are memo posted transactions. If you have any questions, please contact us at 916.567.2660.
QuickBooks 2005 - 2007: Instructions
QuickBooks Mac 2006 - 2007: Instructions
Quicken 2005 - 2006: Instructions
Quicken 2007 - 2008: Instructions
Quicken Mac 2005 - 2007: Instructions
Money: Instructions
Money Plus: Instructions
Please select which system you would like to access: