How do I connect to Quicken/QuickBooks in Online & Mobile Banking?

Citadel’s Online & Mobile Banking supports integration with Web Connect for QuickBooks, and Web Connect & Express Web Connect for Quicken.

Quickbooks for Mac

How to set up an account for Online Banking with Web Connect:

1. Log into Citadel’s Online or Mobile Banking
2. Export your transactions to a .QBO file and save to your computer
3. Open Quickbooks
4. Choose Banking menu > Downloaded Transactions > Import File
5. Navigate to and select the file you exported in Step 2, then click Open
6. Click Select an Account for each account and choose which account in QuickBooks to connect it to. If you do not yet have an account in Quickbooks to connect with, you can select New to create a new account
- After creating the new account, you may need to click Select an Account again and select the new account
7. Click Next
8. Click OK to confirm and finish

How to update an account with Web Connect:

1. Choose Banking menu > Downloaded Transactions
2. Select the Web Connect account you want to update in the upper left corner. Then click Download
- Note: For Web Connect accounts, Quickbooks will open Citadel’s Online & Mobile Banking. Please log in and export the .QBO file for the account being updated. Alternately you can log into Citadel’s Online & Mobile Banking outside of Quickbooks and follow the same steps below
3. When exporting the .QBO file you will be given the option to open the file or save it
- If you open it, Quickbooks will take over and begin the import process
- If you save it, you can import it later by using the Import File button
4. Quickbooks will then import the online banking transactions
5. Once complete, QuickBooks will give you a count of how many transactions were imported. Click OK to proceed
6. Quickbooks will then return to the Downloaded Transactions window and open the register for the selected account so you can begin the transaction matching process

Quickbooks for Windows

How to set up an account for Online Banking with Web Connect:

1. Log into Citadel’s Online or Mobile Banking
2. Export your transactions to a .QBO file and save to your computer
3. Open Quickbooks
4. Choose Banking menu > Bank Feeds > Import Web Connect File. You will see an import dialog
5. Navigate to and select the file you exported in Step 2, then click Open
6. Click Use an Existing QuickBooks Account if you have an appropriate account in the Chart of Accounts. If you do not have an account yet, click Create a new QuickBooks account and enter a name for that account
7. Click Continue
8. Click OK to confirm and finish

How to update an account with Web Connect – Bank Feeds:

1. Choose Banking menu > Bank Feeds > Bank Feeds Center
2. Select the account you want to update in the Bank Feeds window
3. After you select the account, click Refresh Account to start the update process
- Note: For Web Connect accounts, Quickbooks will open Citadel’s Online & Mobile Banking. Please log in and export the .QBO file for the account being updated. Alternately you can log into Citadel’s Online & Mobile Banking outside of Quickbooks and follow the same steps below
4. When exporting the .QBO file you will be given the option to open the file or save it
- If you open it, Quickbooks should open and begin the import process
- If you save it, you can import it later by going to Banking menu > Bank Feeds > Import Web Connect File, navigate to the exported file then click Open
5. Quickbooks will then import the online banking transactions and show you a Transmission Summary
6. Review the Online Transmission Summary. You can print the summary or click Close when done
7. After the Web Connect import, go to Banking menu > Bank Feeds > Bank Feeds Center, select the account, and click Transaction List to view and match the downloaded transactions

Quickbooks Online

How to add an account using OFX Web Connect:

1. Log into Citadel’s Online or Mobile Banking
2. Export your transactions to a .QBO file and save to your computer
3. Log into QuickBooks Online
4. On the sidebar menu, go to Transactions > Banking
5. Find the Update button on the Banking page and click on the menu arrow
6. Click File Upload > Add Account
7. You will see the Import Bank Transactions window. Click Browse, and choose the file you exported in Step 2
8. Quickbooks Online will prompt you to either associate an account or add a new account. Choose your option and click next. Quickbooks will import the .QBO file and create your account

How to update an account using OFX Web Connect:

1. Accounts you set up using a Web Connect file will not update automatically. To update the data in those accounts, simply log into Citadel’s Online & Mobile Banking, download a current .QBO file, and import it using the process you used to create the new account

Quicken for Mac

How to set up an account for Online Banking with Web Connect:

1. Log into Citadel’s Online or Mobile Banking
2. Export your transactions to a .QFX format and save to your computer
3. Open Quicken and choose File > Import > Bank or Brokerage File. You will see an import dialog
4. Navigate to and select the file you exported in Step 2, then click Open
5. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account
6. Click Import
7. Click OK to confirm and finish

How to set up an account for Online Banking with Quicken Connect:

1. Choose Add Account on the sidebar
2. Select the type of account you want to set up
3. After you select the type of account you want to add, you will see the financial institution selection screen. Type Citadel to locate in the list
4. Select Citadel and click Next
5. Quicken will now display the login screen. Enter your Citadel log in credentials and follow the prompts to add your accounts to Quicken

Updating accounts with the One Step Update in Quicken for Mac:

1. After an account has been set up for online banking, you can use the One Step Update to update information. Just click Update Accounts in the Quicken sidebar

Quicken for Windows

How to set up an account for Online Banking with Web Connect:

1. Log into Citadel’s Online or Mobile Banking
2. Export your transactions to a .QFX file and save to your computer
3. Open Quicken, then choose File > File Import > Web Connect File. You will see an import dialog
4. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account
5. Click Import
6. Click OK to confirm and finish

How to set up an account for Online Banking with Express Web Connect:

1. Choose Tools > Add Account
2. Select the type of account you want to set up
3. After you select the type of account you want to add, you will see the financial institution selection screen. Type Citadel to locate in the list
4. Select Citadel and click Next
5. Quicken will now display the login screen. Enter your Citadel login credentials and follow the prompts to add your accounts to Quicken

Updating accounts with the One Step Update in Quicken for Windows:

1. Choose Tools > One Step Update
2. Enter the necessary information for the listed account (such as Username and Password) and click Update Now
3. Follow the instructions to update your accounts

Exporting Files from Citadel’s Online Banking

How to export files from Online Banking for Quicken or Quickbooks:

1. Log into Citadel Online Banking. Please note: exporting account history is only available on the web version of Online Banking and cannot be completed in the Citadel Mobile App
2. Select the account you wish to export from the dashboard
3. In the Quick Actions menu, click More > Export
4. Choose File Format: .QBO for Quickbooks or .QFX for Quicken
5. Enter date range for transactions you’d like to export
6. Click the Export button
7. Save the exported file to your computer
8. File may then be uploaded to Quickbooks or Quicken as outlined above