If you are experiencing difficulty (including slowness or unresponsiveness) with the One Step Update function for Quicken, QuickBooks, Mint, Xero, or other Intuit-based applications, RCU offers an option for you to update manually. Please see the instructions below.

We understand that Intuit is aware of the issue and they are working to resolve it. Additional details can be found on Intuit’s support website here:

Thank you for your patience while Intuit works on a resolution. We apologize for the inconvenience.

Download/Export Account Information

On the main Account Summary screen, click on "Options" and choose the file download format for the program you wish to use. Currently you can download Money-OFX, Quicken-QFX and QuickBooks-QBO files.

Account Summary Options

You can adjust the date ranges and choose the account you would like to download. The default is to show 6 months of account information and All Accounts (see image below).

Download Page for Quicken - OFX file

Once you click "Download" the file can be saved to your computer or you can choose to Open file. The file will open within the program associated with it (Money, Quicken or Quickbooks) and it imports your information. If you choose to Save the file you will need to open the file or import the file into your program manually. 

Note: If transaction information in Quicken is already loaded, you may see duplicates if the dates overlap.