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Three Easy Ways to Start

Online Banking Using Quicken or QuickBooks Software

Get organized with cash management for your business banking from Quicken

Using cash management software for your small business banking helps you organize your data in one place. Most small business owners juggle day-to-day operations as well as manage the finances. If you’re not ready to hire an accountant to help out, it may be wise to use business banking software to handle your cash management efficiently. Quicken® or QuickBooks® software makes it easy to set up your online banking to download checking and savings data directly into your software registers.

Use Quicken to manage accounts in real time

Cash management like Quicken or QuickBooks software is a timely and accurate way to simplify your business banking. When your purchases and deposits are logged automatically, you handle cash and credit sales more efficiently. Business banking software like this also lets you track expenses and liabilities and even create customized invoices and pay bills. It also helps you track spending on your employees’ company cards.

When you know where your money is going, you can create a more effective budget and cut back or increase spending where appropriate for growth. Quicken or QuickBooks software gives you the big picture in real time so you can see how your changes will affect different areas of your business.

Download Citizens Bank account information into your Quicken software

Citizens Bank offers two different options for using your Quicken or QuickBooks software with your small business bank account.

  • Download your account information for free with Web Connect or Statement Download from Citizens Bank by signing into your online banking account and clicking the “Export” icon.
  • Download your account information, transfer money and pay your bills directly from within your Quicken or QuickBooks software. Read the Terms and Conditions and Pricing Information before using Online Banking with Quicken or QuickBooks.

It's easy to get started

Use Web Connect or Statement Download to connect Online Banking to Quicken

Once you have your cash management software of choice installed, simply sign into your small business bank account online. Click on the “Export” icon from the Account Summary page, or click on the "Download Account Data" button from the Account History page to transfer your business banking information into one of the products below:

  • Quicken
  • Quicken for Mac
  • QuickBooks

Please note: Citizens Bank complies with the product sunsetting policy of Quicken and QuickBooks by Intuit. For up-to-date product information, Quicken users should go to quicken.intuit.com/support and QuickBooks users should go to quickbooks.com/support/policy/sunset.html for sunset policy information.

Download small business banking information directly from Quicken or QuickBooks

Use your Quicken or QuickBooks software to download your account information, transfer money, pay bills, and contact customer service all in one convenient location.

Check out the appropriate User Guides for help using Quicken for your business banking

These Users Guides provide detailed instructions to link up your personal financial management software product with Citizens Bank Online Banking & Bill Pay.

Quicken 2008, 2009 or 2010 User Guide [9-page pdf file]

Quicken for Mac 2007 User Guide [5-page pdf file]

Quicken for Mac 2006 User Guide [3-page pdf file]

QuickBooks 2009 and 2010 User Guide [7-page pdf file]

QuickBooks 2008 User Guide [5-page pdf file]

QuickBooks for Mac 2009 User Guide [6-page pdf file]

QuickBooks for Mac 2006-2007 User Guide [3-page pdf file]




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