Download

You can download statement information into your Personal Management Software. The following are download procedures available for some of the more popular software programs in use today:

Quicken^® Web Connect*
QuickBooks^®*
Quicken^® and Quicken for Mac†
Microsoft Excel^®‡

View the questions below for more information on using these software programs.

Quicken® Web Connect

• What is Quicken^® Web Connect?

  Quicken^® Web Connect offers superior download capability. You will enjoy an easier, and more accurate download, without having to import and find your file, worry about duplicates, or even manually launch Quicken! To use Web Connect, you must have Quicken^® 2009 software. Quicken^® Web Connect downloads can be done from either 24 Hour Banker Online or from your Quicken^® 2009 software.

• How do I perform a Quicken^® Web Connect download from 24 Hour Banker Online?

  For PC Users:

  • Log on to your bank's web site.
  • Select the download link from the Account Detail page or the Download link from the left navigation menu on the Account Summary page.
  • Select the account to download.
  • Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.
  • Select the Quicken 2009 or later (Web Connect) format.
  • Click on the Download Now button.
  • A dialog box may appear stating "Would you like to open the file or save it to your computer?" Select Open. (If your downloads are saved to your hard drive, find the file after it is saved, and open the file.)
  • If this is your first time downloading with Quicken^® Web Connect for the account selected:
    • A dialog box will appear stating, "You are downloading transactions for the following account." The box will display account information, such as Financial Institution, Account Type and Account Number.
    • You will be asked if you would like to use "An existing Quicken account" or if you would like to "Create a new Quicken account".
      • Click the Use an Existing Quicken account button and select an account that you manually enter transactions or perform QIF imports and click Continue.
      • Or, click the Create a new Quicken account button and type a name for the account and click Continue.
        (You only need to select the account for this first download. After the account is activated for Web Connect account access, future downloads will download to this account automatically).
    • When a dialog box appears stating that "Quicken confirms that Web Connect data has been successfully downloaded to Quicken", click Done.
  • Follow the above steps for any other accounts you may wish to download into Quicken 2009.

  For Macintosh Users:

  • Log on to your bank's web site.
  • Select the download link from the Account Detail page or the Download link from the left navigation menu on the Account Summary page.
  • Select the account to download.
  • Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.
  • Select the Quicken 2009 or later (Web Connect) format.
  • Click on the Download Now button.
  • Save the .qfx file you downloaded to your desktop.
  • Open Quicken 2009 and click on File, select Import Web Connect. Locate the Web Connect file you just saved to your desktop and click Open.
  • You will be asked if you would like to use "An existing Quicken account" or if you would like to "Create a new Quicken account".
    • Click the Use an existing account button and select an account that you manually enter transactions or perform QIF imports, and then click OK.
    • Or, click the Create a new account button and type a name for the account, and then click OK.
      (You will only need to do this the first time you download an account. After the account is activated for Web Connect account access, future downloads will download to this account automatically.)
  • Your downloaded transactions are displayed in the Download Transactions window.
  • Follow the above steps for any other accounts you may wish to download into Quicken 2009.

  
  
  
• How do I find York State Bank on my Quicken^® 2009 software?

  When attempting to connect to York State Bank from Quicken^®, you will need to select the list of participating financial institutions, you will need to select York State Bank and click on Go, and then log into our bank site as you normally would.

• How do I perform a Quicken^® Web Connect download from my Quicken^® 2009 software?

  For PC Users:

  • Have Quicken 2009 open.
  • Click Download Transactions located at the bottom of your account register.
  • The next page displayed will be the York State Bank page.
  • Log into your bank/credit card as you normally would.
  • Select the download link from the Account Detail screen or the Download link from the left navigation menu on the Account Summary page.
  • Select the account to download. 
  • Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.
  • Select the Quicken 2009 or later (Web Connect) format.
  • Click on the Download Now button.
  • A dialog box may appear stating "Would you like to open the file or save it to your computer?" Select Open. (If your downloads are saved to your hard drive, find the file after it is saved, and open the file.)
  • When a dialog box appears stating that "Quicken confirms that Web Connect data has been successfully downloaded to Quicken", click Done.
  • Your transactions have been downloaded into your Quicken software.

  For Macintosh Users:

  • From the Online menu, select Download Transactions.
  • Choose York State Bank from the Financial Institution pop-up menu.
  • Choose the account name from the Account pop-up menu.
  • Click Download. Quicken^® will launch your default browser and take you to the York State Bank page. Log into your bank/credit card as you normally would.
  • Select the download link from the Account Detail screen or the Download link from the left navigation menu on the Account Summary page.
  • Select the account to download.
  • Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.
  • Select the Quicken 2009 or later (Web Connect) format.
  • Click on the Download Now button.
  • Quicken^® will automatically locate the file on your desktop and display the downloaded data from this file in the Download Transactions window.
  • Select each transaction that you want to add to your register. You can hold down the Command key and click additional transactions to select multiple transactions. If you make a mistake and want to deselect a transaction, click on it again.
  • Click Accept to record the selected transactions, or Accept All to record all transactions. The accepted items are added to your register, marked C (cleared), and removed from the transaction list.

  If you have problems downloading your account information, please Contact Us.

QuickBooks®

• How do I get started with QuickBooks^® Web Connect from 24 Hour Banker Online?
  • QuickBooks 2009^® is required for you to use QuickBooks on 24 Hour Banker Online.
  • Log on to 24 Hour Banker Online.
  • Select the download link from the Account Detail page or the Download link from the left navigation menu on the Account Summary page.
  • Select the account to download.
  • Select your download dates. To avoid possibly downloading duplicate entries, the THROUGH date should be no later than the previous business day.
  • Select QuickBooks 2009 or later (Web Connect) format.
  • Select the Download Now button.
  • A dialog box will appear that asks whether you want to process transactions now or save them for later processing.
  • Select the HaveQuickBooks process these transactions now radio button to continue.
  • On the 'Select Bank Account' dialog box, select the Use an existing QuickBooks account radio button and select an account from the drop-down list, or select the Create a new QuickBooks account radio button and type a name for the account, and then select Continue.
  • When QuickBooks confirms that your Web Connect data has been successfully read into QuickBooks, select OK.

  
  
  
• How do I get started with QuickBooks^® Web Connect using QuickBooks^®?
  • From the Banking menu, choose Set Up Online Financial Services, then choose Setup Account for Online Access. You may see a message about closing all windows. Select Yes.
  • Select the Enable Accounts tab on the top of the Interview Box.
  • Select Next.
  • From the drop-down list, select York State Bank, then select Next.
  • Select "Yes, I've received my confirmation letter", then select Next.
  • If prompted to complete your account setup online, select 'Go Online'. Log into your account on 24 Hour Banker Online. Go to the Download page, select your account, your statement/date range, select the QuickBooks 2009 or later format, and select Download Now to download your statement/date range into QuickBooks.
  • Select a QuickBooks account to set up for online services.
    - To enable an existing QuickBooks account for online banking, select 'Use my existing QuickBooks account.' Choose the account you want to enable, then select Next.
    - To create a new QuickBooks account for online banking, select 'Create a new QuickBooks account,' then select Next. Follow the on-screen instructions to enter new account information.
  • If prompted, enter your account type and account number, and select the online account access and/or online payment services. Continue following any remaining instructions to complete the interview and setup process.

  
  
  
• How do I find York State Bank on my QuickBooks 2009 software?

  When attempting to connect to 24 Hour Banker Online from QuickBooks^®, you will need to select the list of participating financial institutions, and then select York State Bank, and then log into your bank site as you normally would.

• How do I download from QuickBooks 2009 or later (after the first download)?
  • From the QuickBooks banking menu, choose Online Banking Center.
  • In the Online Banking Center, select York State Bank from the Financial Institution list box. (This box is in the upper left hand corner of the screen.)
  • In the Items to Send area, select the desired statement and then select Go Online.
  • When your banks site's page is displayed, enter your User ID and password, and select Download in the logon to/go to drop down box. Select Submit/Log On button.
  • Select the account to download.
  • Select your download dates. To avoid possibly downloading duplicate pending entries, the THROUGH date should be no later than the previous business day.
  • Select the QuickBooks 2009 or later (Web Connect) format.
  • Select the Download Now button.
  • A dialog box may appear asking if you would like to Open the file or Save it. Select open.
  • You will next see a dialog box from QuickBooks that QuickBooks has received new transaction data. Select to import new transactions now. Select OK.
  • You will see a dialog box that your Web Connect data has been successfully read into QuickBooks. Select OK.
  • In the Items Received From Financial Institution area, select the desired statement and then select View. The Match Transactions window appears.
  • From the list at the bottom of the Match Transactions window, select a transaction to add to the register and then select Add One to Register. Use the Add Multiple button to add all transactions that have a recognized payee and associated account.
  • Follow the on-screen prompts to perform your desired activities. You will have opportunity to create an alias for an unrecognized payee. Aliased payees are automatically renamed at each download.
  • When the transaction appears in the register, select an account for the transaction from the Account drop-down list and then select Record.

  If you have problems downloading your account information, please Contact Us.

Quicken® and Quicken® for Mac

• How do I download from Quicken software?

  The download must be saved into a file on your hard drive (usually the C:\ drive for PC users or the desktop for Macintosh users). 24 Hour Banker Online will download information from a specified date range into a file designated by you.

  Follow these procedures for downloading:

  • Select the Download Transactions link from the Account Detail page or the Download link from the left navigation menu in the Banking section of 24 Hour Banker Online.
  • Choose the account you would like to download.
  • Choose your download dates.
  • To avoid duplicating pending transactions, the THROUGH date should be no later than the previous business day.
  • Choose your download format. There are two format options available for Quicken: Quicken versions 1999 release 4 and above or Quicken 99 below release 4. Choose the format that is appropriate for your version.
  • Click on Download Now.

  For PC Users:

  • The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK.
  • A SAVE AS window will be displayed on your screen.
  • In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in.
  • Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .qif extension. For example: checking.qif, download.qif, update.qif.
  • Then select the SAVE button.

  The account information is now located in the file and a DOWNLOAD COMPLETE message will appear.

  For Macintosh users:

  • A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in.
  • Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.)
  • Then select the SAVE button.

  The next step is to import the file into the appropriate Quicken^® account. To begin this process, open up the appropriate account within Quicken^® and complete the following steps:

  • Select FILE and then select FILE OPERATIONS.
  • Select IMPORT.
  • A QIF IMPORT window will appear, and the file that was saved earlier must be selected. Select FIND FILE.
  • Select the C:\ drive and find the file that was saved followed by .qif.
  • Select it and hit OK - Select OK on the QIF IMPORT screen.

  View the account. All transactions will fill into the register with dates, descriptions and amounts.

  If you have problems downloading your account information, please Contact Us.

Microsoft Excel®

• How do I download from Microsoft Excel software?

  The download must be saved into a file on your hard drive (usually the C:\ drive for PC users or the desktop for Macintosh users). 24 Hour Banker Online will download information from a specified date range into a file designated by you.

  Follow these procedures for downloading:

  • Select the Download Transactions link from the Account Detail page or the Download link from the left navigation menu in the Banking section of 24 Hour Banker Online.
  • Choose the account you would like to download.
  • Choose your download dates.
  • To avoid duplicating pending transactions, the THROUGH date should be no later than the previous business day.
  • Choose the Text (Excel, Lotus) comma delimited format.
  • Click on Download now.

  For PC Users:

  • The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK.
  • A SAVE AS window will be displayed on your screen.
  • In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in.
  • Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .qif extension. For example: checking.qif, download.qif, update.qif.
  • Then select the SAVE button.
  • The next screen will ask WHAT WOULD YOU LIKE TO DO WITH THIS FILE? Select SAVE THIS FILE TO DISK, then select OK.
  • A SAVE AS window will be displayed on your screen.
  • In this window, select the file location in the SAVE IN drop-down box. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in.
  • Enter a FILE NAME. The file will automatically be named DownloadTran.txt. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.) If you choose to enter your own file name, this file must be followed by the .txt extension. For example: checking.txt, download.txt, update.txt.
  • Then select the SAVE button.

  The download information is now located in the file and a DOWNLOAD COMPLETE message will appear.

  For Macintosh users:

  • A download window will appear indicating download status or asking to save file to disk. Click OK if necessary and save file to hard disk. While there are no specific rules as to where the information should be saved, it is imperative to place the file where it can be remembered. Make sure you note any sub-directories the file might be in.
  • Enter a FILE NAME. The file will automatically be named DownloadTran.qif. You may keep this file name or enter one of your own. (This file may be used for all downloads from here forward.)
  • Then select the SAVE button.

  To open the file using Microsoft Excel^®, complete the following steps:

  • Select FILE then select OPEN.
  • In the FILES OF TYPE box, click TEXT FILES.
  • In the LOOK IN box, locate the file saved during the download phase and double-click on the file you want to import.
  • The Text Import Wizard will appear.
  • In step 1 of the wizard, Choose DELIMITED for your file type, then click on the NEXT button.
  • In step 2 of the wizard, place a check in the COMMA option for Delimiters, then click on the NEXT button.
  • In step 3 of the wizard, you may choose the format you wish for each column by clicking the columns in the DATA PREVIEW box, then click on the FINISHED button when your data is formatted as you like.

  View your transactions. All transactions will appear with dates, descriptions and amounts.

  If you have problems or questions about downloading your account information, Contact Us.

If you did not find the answer you were looking for or have a comment, Contact Us.

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