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No manual data entry: Once set up, the customer can download all their transactions right into Quicken or QuickBooks. |
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Automatically reconcile data: Complete transaction and balance information makes categorization and account reconciliation easy. |
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No duplicate transactions: A special transaction-matching algorithm prevents duplicate transactions. |
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Easier to use: Files may be automatically opened directly from the financial institution Web site – no more searching for saved files. |
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Automatic account setup: The first time that customers initiate a download from your financial institution Web site, Quicken and QuickBooks will set up their accounts for them—with their data already up to date. |