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How do I download my transaction information?

Category: Business   Service: Online Business Banking | Updated: January 15th, 2025

Answer:

Online Business Banking information can be downloaded to Quicken & QuickBooks, or in excel or comma delimited format. Log into Online Business Banking and click on the account name to access "Transaction History." Select the desired time frame, click "Export," and follow the on-screen prompts.

If you have problems downloading the information into your financial software, contact the customer service representative of your software company. 

Learn more about Online Business Banking

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