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Accounting Software Compatibility

If you use Quicken® or QuickBooks® financial management software, it's easy to download checking and savings data directly into your software.

Questions?Ask a Citizen.
Questions?Ask a Citizen.

Two ways to use Quicken® or QuickBooks® integration

Simply choose the option that’s easiest for you:

Web connect or statement download

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:

  • Quicken
  • Quicken for Mac®
  • QuickBooks

Note: Citizens Bank 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.

Downloading directly from Quicken or QuickBooks

Use your Quicken or QuickBooks accounting software to download your account information, transfer money, pay bills, and contact customer service—all in one convenient location. Be sure to read the terms and conditions and pricing information for using online banking with Quicken or QuickBooks. And visit the Quicken® and QuickBooks® online help centers for complete information about how Quicken can help you keep track of your day-to-day finances.

User guides for Quicken and QuickBooks online integration

User guides provide you with detailed instructions to link your personal financial management software product to Citizens Bank Online Banking and Bill Pay.


Quicken 2018 User Guide
Quicken 2018 for Mac User Guide
QuickBooks 2017 User Guide
QuickBooks 2016 for Mac User Guide

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