Download Instructions for Quicken® for Windows®


 

Downloading into Quicken 2004 or newer (QFX format)
Downloading into Quicken 2003 or older (QIF format)
 

Downloading into Quicken 2004 or newer (QFX format)

Note:  If you use Quicken 99, you will need to verify that you have Quicken 99 Version R5. To determine the version, click on the Apple Menu and choose "About Quicken." If you do not have Version R5, you can upgrade your version at Intuit's Web site by clicking here. Once you have verified that you have Quicken 99 Version R5 installed, continue with the set-up requirements.

Netscape Navigator® Microsoft® Internet Explorer

You should only have to do all of the following steps during your first download from Internet Banking. Once this first download is complete, your browser should immediately launch Quicken after you click the download button in Step 3.

1. From the U.S. Bank Internet Banking "Download Transaction Data" page, select the start and end date for the transactions you wish to download.

If you arrive at the "Download Transaction Data" screen from an account page, the Start Date will automatically be the End Date of your last download request. You can override the Start Date by entering a new date. To avoid duplicate or missing transactions, ensure that you are not skipping or repeating dates from previous downloads. 
2. Select the "Quicken 2004 or newer - Windows" option from the "For this Software" drop-down menu.
3.

Click the "Download" button.

4. You will get a dialog box that gives you several options, including save to disk or open file from its current location. Select "Open this file from its current location," then click "OK."
5.

Internet Explorer should immediately launch Quicken and your data import should begin.

If Quicken does not launch automatically, Internet Explorer will ask you "Open with" and give you a list of options.

  • If you find Quicken among the options, select Quicken and click "OK." Quicken will launch and your data import should begin.
  • If you do not find Quicken among the options, select "Other" and look for your Programs Files folder, then find the Quicken folder.  Double click on your Quicken folder to locate the Quicken executable.  Select qw.exe and click "Open." Quicken will launch and your data import should begin.

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Downloading into Quicken 2003 or older (QIF format)

Netscape Navigator® Microsoft® Internet Explorer
1. From the Internet Banking "Download Transaction Data" page, select the start and end date for the transactions you wish to download.

If you arrive at the "Download Transaction Data" screen from an account page, the Start Date will automatically be the End Date of your last download request. You can override the Start Date by entering a new date. To avoid duplicate or missing transactions, ensure that you are not skipping or repeating dates from previous downloads. 
2. Select the "Quicken 2003 or older - Windows" option from the "For this Software" drop-down menu.
3.

Click the "Download" button.

4. You will get a dialog box that gives you several options, including save or pick application. Select the "Save" option.
5.

Select the directory/folder where you would like to save the data file.  Make sure to remember the file name and location where you saved it so you can retrieve it later.  We recommend that you save the file in your software directory or on your desktop.

6. After the file has been saved, you can log out of Internet Banking and open Quicken.
7. Open the register for the account into which you wish to download your transactions.  From the File menu in your software, select the "Import" function.
8. Find the data file you saved in Step 5 from the directory/folder location on your PC. Double click on the file.
9.

The information will be imported to the file register in your software application and you can continue with your banking activities available in your personal financial management software, such as reconciling your accounts and catergorizing your transactions.

1. From the Internet Banking "Download Transaction Data" page, select the start and end date for the transactions you wish to download.

If you arrive at the "Download Transaction Data" screen from an account page, the Start Date will automatically be the End Date of your last download request. You can override the Start Date by entering a new date. To avoid duplicate or missing transactions, ensure that you are not skipping or repeating dates from previous downloads. 
2. Select the "Quicken 2003 or older - Windows" option from the "For this Software" drop-down menu.
3.

Click the "Download" button.

4. You will get a dialog box that gives you several options, including save to disk or open file from its current location. Select the "Save this file to disk" option.
5.

Select the directory/folder where you would like to save the data file.  Make sure to remember the file name and location where you savid it so you can retrieve it later.  We recommend that you save the file in your software directory or on your desktop.

6. After the file has been saved, you can log out of Internet Banking and open Quicken.
7. Open the register for the account into which you wish to download your transactions.  From the File menu in your software, select the "Import" function.
8. Find the data file you saved in Step 5 from the directory/folder location on your PC. Double click on the file.
9.

The information will be imported to the file register in your software application and you can continue with your banking activities available in your personal financial management software, such as reconciling your accounts and catergorizing your transactions.

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