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Small Business Accounting Software Compatibility

Your bank and your accounting software—on the same page.

If you use Quicken® or QuickBooks® financial management software, it's easy to download checking and savings data directly into your software. Manage cash and credit sales, track expenses and liabilities, and even create customized invoices and pay bills.

Two ways to use Quicken® or QuickBooks® integration

Simply choose the option that’s easiest for you:

Web connect or statement download

Simply 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 small business 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 quickbooks.com/support/policy/sunset.html.

Downloading directly from Quicken or QuickBooks

Use your Quicken or QuickBooks small business 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 2008, 2009 or 2010 User Guide
Quicken for Mac 2007 User Guide
Quicken for Mac 2006 User Guide
QuickBooks 2009 and 2010 User Guide
QuickBooks 2008 User Guide
QuickBooks for Mac 2009 User Guide
QuickBooks for Mac 2006-2007 User Guide

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