Using Quicken and QuickBooks



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Intuit Quicken/QuickBooks Support

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 three (3) prior years’ versions.

Quicken or QuickBooks users have two options to retrieve Mechanics Bank account data:

1. Export transactions from your Online Banking session in the file formats below, and import into your Quicken or Quickbooks program:

  • Excel (.csv)
  • OFX
  • Quicken (.qfx)
  • QuickBooks (.qbo)

2. Connect to your Mechanics Bank account(s) from within your Quicken or QuickBooks program using Quicken’s Direct Connect

WebConnect or DirectConnect users within Quicken or QuickBooks should look for the connection name Mechanics Bank CA.

Additional Resources

Online Banking/Bill Pay FAQs
Mobile Banking FAQs
Text Banking FAQs
FinanceWorks FAQs
Popmoney FAQs
Using Quicken/QuickBooks
Security Center