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Downloading your account information into QuickBooks is quick and easy. Just follow these simple steps.
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- Choose Cash Flow menu > Go to Cash Flow Center
- If it is not already open, click the My Data tab
- In the Credit Card Accounts snapshot, click Add Account
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- Choose Online setup and click Next
- Sign in to Online Banking and click the name of the account you want to download
- Click Download and follow the simple on-screen instructions
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