Business members often ask how to import their BECU transactions into financial software (QuickBooks, Quicken for Accounting, etc.) or a financial app (Mint, Money Manager). This page answers many of your how-to import questions. Don't forget to also check the FAQs on the site of the software/app that you are using.
Log into your BECU Online Banking, then click on the account that you want to download.
Scroll down until you see a drop-down box on the lower left-hand screen labeled “download format.” Choose from one of three options: Intuit Quicken (.QFX); Quicken Books (.QBO); Comma Separated (.CSV). Simply click “select a download type” and upload using one of the three files that suits your import needs. Quick tip: use (.CSV) when uploading into Excel.
Yes. You'll want to jump over to the BECU Money Manager program. While our account view only goes back 6 months, Money Manager allows you to download a .CSV file with account information going several years back. Simply export the file when logged into Online Banking, then select “Money Manager” on the menu tab. This file type is not compatible with QuickBooks or Quicken, however can be used to upload in Excel.
Absolutely – just use the Money Manager we mentioned above. BECU Money Manager allows you to export all of your financial institution transactions into one dashboard. Be it a BECU account, a third-party account (not BECU) from a bank, business loan, credit card – no matter the type of financial institution, Money Manager should allow you to combine it all into one place. With third-party transactions, they will only be reflected from the date the account was added and going forward.
Money Manager is a great tool. If you have yet to use it, you'll be pleasantly surprised with its capabilities. That's it. If you have more questions, you can call us at 800-233-2328. Another resource is the our Systems Requirements to learn the software/app that you use to upload your financials.