If you use Quicken® or QuickBooks® financial management software, it's easy to download checking and savings data directly into your software.
Sign in to your online banking account and click the “Export” icon from the account summary page—or the “Download Account Data” button from the account history page. Then select the accounting software you’d like to move your information into. Choose from:
Note: Citizens complies with the product sunsetting policy of Quicken and QuickBooks by Intuit. For Quicken sunset policy information, visit quicken.intuit.com/support and for QuickBooks, visit quicken.com/support/quicken-discontinuation-policy.
User guides provide you with detailed instructions to link your personal financial management software product to Citizens Online Banking and Bill Pay.
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