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Quicken® & QuickBooks®

Northwest Bank now offers Web Connect to download account information into Quicken®, the easiest way to organize your personal finances.

  • No manual data entry - Once you're set up, you can download all your transactions right into Quicken® - instead of typing them in by hand.
  • Automatically reconcile data - Web Connect data includes complete transaction and balance information to make categorization and account reconciliation easy.
  • No duplicate transactions - Web Connect incorporates a special transaction-matching algorithm that prevents the download of duplicate transactions.
  • Easier to use - Web Connect files may be automatically opened by Quicken® directly from the Northwest Bank web site, which eliminates the need for you to search for files that have been downloaded.
  • Automatic account setup - Simply initiate a transaction download to Quicken® from your Northwest Bank Internet Banking account, and Quicken sets up your accounts for you - with your data already up to date.

What you need to get started.

  1. Login to Internet Banking within Account Access 
  2. Click on the account you would like to export the transactions from.
  3. Click on the download button
  4. This will open a pop-up window
    1. Select the date range of the transactions you wish to export
    2. Choose the Export Format (Quicken, Quickbooks, Excel or Microsoft Money)
    3. Click Download Transactions

Not an Internet Banking user? Enroll now, or give us a call at 1.888.969.1265 for assistance.

Once you have logged in, you are ready to enable your accounts in Quicken®. For assistance, please see the Quicken Getting Started Guide or QuickBooks Getting Started Guide.

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