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Quicken & Quickbooks Integration

Combine your Quicken® or QuickBooks® financial management software with your First State Bank checking, savings or money market account today, and you have everything you need to get your financial house in order. Not currently enrolled in On-Line Banking with First State Bank? Not a Problem, visit our website, fsbwc.com and complete the First Time User to get started.

Once you have installed your financial management software, simply sign into your First State Bank On- Line Banking account and follow the instructions below to export your transactions!

You can also follow the instructions available with your financial management system software.

TO EXPORT TRANSACTIONS:

  • Select the account you wish to export from the Home Page.
  • Click the “Categorize” link
  • Click the “Export Transactions” link
  • Enter the necessary information under Transaction Activity.
  • Choose the file export format.
  • Click the Export button.
  • Save the file to your computer.
  • Follow your financial management software's instructions to import the data into your software application.

TO DOWNLOAD TRANSACTIONS:

  • Select the account you wish to export from the Home Page.
  • Click the “Download” link.
  • Select or enter the date range.
  • Select a file format.
  • Click Download Transactions.
  • The transactions should automatically transfer into your financial management software.

Quiken® and Quickbooks® are registered trademarks of Intuit® Inc. Feature available for customers who have already purchased the financial management software Quicken® or QuickBooks®. First State Bank does not provide or service the software.

For additional support visit: http://support.quickbooks.intuit.com/support/articles/HOW12423

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