Frequently Asked Questions for Quicken® Frequently Asked Questions for QuickBooks® Frequently Asked Questions for for Personal Financial Management software
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Q: | How do I set up online downloads through QuickBooks? |
A: | Follow these basic instructions.
Your transactions will now download whenever you connect. |
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Q: | What version of QuickBooks do I need to connect to Online Banking? |
A: | Intuit supports the current and two previous versions of QuickBooks software. This support includes the ability to use Direct Connect to download messages and transactions directly from TD Bank Online Banking. Get more information |
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Q: | What if I need more help troubleshooting QuickBooks? |
A: | Get help with your QuickBooks software. |
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Q: | Is my personal financial management (PFM) software still supported by Intuit? |
A: | Read more about Intuit's discontinuation policy. Generally the ability to use PFM software to download transactions and balances and get live customer service support from Intuit are only available to users with the current version of the software or the versions from either of the two prior years. |
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Q: | How do I correct duplicate or missing transactions? |
A: | If you connect to TD Bank Online Banking while our system is updating, Intuit software will not be able to pull transaction information from that day. Also, if you've updated on the same day as a returned check, the returned check will not appear in your downloaded transactions. Duplicated or missing transactions must be manually removed or entered in order for them to appear correctly in your PFM software. |
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