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Yellowstone Bank
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QuickBooks & Quicken Transaction Import Instructions

QuickBooks and Quicken Users:

If you are having trouble with the automatic bank transaction import in QuickBooks or Quicken:
  • For desktop software versions, first check for software updates
  • Check that your Internet Banking credentials are working correctly by logging into our system directly using the Login button above. 
    • If you are unable to login to Internet Banking
      • Reset your profile by using the "Forgot Password" link on the login screen or contact your local bank office for assistance.
      • Once you have your login working, verify you are using the correct username and password and try again to connect with QuickBooks/Quicken.
    • If your login to Internet Banking is successful
      • Verify you are using the correct username and password and try again to connect with QuickBooks/Quicken.
      • If you are still getting an error, please contact QuickBooks or Quicken support to report the problem.

If needed, you can always manually import transactions from our Internet Banking system by following the instructions below:


We encourage you to carefully review your downloaded transactions after completing the import instructions to ensure no transactions were duplicated or missed on the register.

Please contact us if we can help answer any questions.
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Mobile Banking


Deposit checks, transfer funds and check your balance, all from your tablet or smartphone.

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eStatements


Tired of getting statements in the mail? Switch to eStatements and get notifications sent right to your email!