Automate Your Accounting
Export your online banking transactions to your Intuit Accounting Software or Spreadsheets.
Security Bank's Intuit® SoftwareSync option allows you to connect your online bank accounts to your Intuit® QuickBooks, Quicken, or Mint accounting software programs. Categorize transactions and export them right from your Online Banking so Intuit's® software can start doing the work for you.
- Microsoft Money (.OFX)
- Intuit® Quickbooks (.QBO)
- Intuit® Quickbooks (.IIF)
- Intuit® Quicken (.QFX)
- Intuit® Quicken (.QIF)
- Comma Separated File (.CSV)
As long as you are enrolled in our Online Banking and equipped with the most recent versions of the above software, you can begin to take advantage of this convenient accounting feature.
Now it's even easier to categorize and export your transactions!
This convenient feature can be found by logging into your online banking, selecting the account you wish to view, and then selecting "Categorize" from the navigation.
Having trouble getting your banking data to transition and sync with your software?
As of Febraury 7th, 2020, we experienced a software upgrade. As a result, your online settings will need to be updated to ensure transition of your data.