When you purchase a Quicken or QuickBooks product, the ability to use online services (like downloading your transactions and balances, online Bill Pay, and live support) are available for the current software version and the two (2) prior years’ versions.
Quicken or QuickBooks users have two options to retrieve Mechanics Bank account data:
- Export transactions from your Online Banking session in the file formats below, and import into your Quicken or Quickbooks program:
Connect to your Mechanics Bank account(s) from within your Quicken or QuickBooks program using Quicken’s Direct Connect:
- Excel (.csv)
- Quicken (.qfx)
- QuickBooks (.qbo)
- Express Web Connect (also known as Quicken Connect for Mac users)
- Direct Connect
- Web Connect
WebConnect or DirectConnect users within Quicken or QuickBooks should look for the connection name Mechanics Bank CA.