Online Banking

QuickBooks Desktop (Pro – Premier – Enterprise) – Manual Import

***The Desktop versions of QuickBooks DO NOT support Express Web Connect, so transaction data must be manually exported from HHSB Online Banking and then manually imported and reconciled in QuickBooks Desktop. Though it can be done, manually importing transaction data files into QuickBooks is not recommended, as there is a risk of duplicating transactions. Proceed with caution! Technical support for QuickBooks must be obtained through Intuit.***
 

1. Log into HHSB Online Banking and select the account you wish to work with.

2. Click the Download button in the menu bar.

HHSB Online Banking dashboard. With an arrow pointing to the download button in the menu bar.

3. Under Download Range, always select “Since Last Download”, or be sure to track your download date ranges so that you do not duplicate transactions in QuickBooks Desktop. Also select “Intuit QuickBooks (IIF) as the Download Format.

This is the page after you clicked download on the previous page. In the first box select your account. In the second box determine your download date range. In the third box choose the download format.

4. Launch the QuickBooks Desktop software. Click File -> Utilities -> Import -> IIF Files…

This is the page you will get when you open QuickBooks desktop software.

5. Browse to the IIF file that you downloaded from HHSB Online Banking and select it.

6. Follow the on-screen prompts and your transaction data will be imported.

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