We want to let our Ag Banking Online customers know about an upcoming change that may affect how you download your transaction data.
As part of our provider’s new agreement with Q2, the ability to manually download transaction files using Quicken or QuickBooks Web Connect will be discontinued. The good news? You’ll still have access to this feature through April 30, 2025. After that date, it will no longer be available.
To make sure you can continue managing your transaction records smoothly, we’ve provided an alternative. You can download your transaction history in Excel format, which is a great way to stay organized and keep your financial records up to date. We’ve made it easy for you to get started! Just check out our ABOL Excel Download Instructions quick sheet for step-by-step guidance.
We recommend reviewing this guide now and again closer to the end of April to ensure you’re comfortable with the new process. If you have any questions, we’re here to help!
Thank you for choosing Legacy as your lending partner and for your continued trust!
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