Click the "Export" button.Ĭlick the "Save" button if prompted and choose a destination folder to save the file. Select the account from which to download transactions and then choose a date range of transactions.Ĭlick on the "QuickBooks" radio button and select the version of QuickBooks you are using from the drop-down list. Scroll down to "Reference Center" and click on the link "Activate Money, Quicken, etc."Ĭlick on "Download Now (no charge)" to create a QuickBooks OFX-formatted file on your desktop and then click "Continue." Click on the "Customer Center" tab once you have logged onto Chase Online.
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