If you don't already own Quicken software, you can purchase it from your local software retailer or by going online to quicken.com

To download your transactions with Quicken, you must have Internet access. In addition, to complete setting up your Quicken accounts for transaction download or online bill payment services you will need to enter a Customer ID and PIN. Your Quicken Customer ID / PIN is the same as you use to log in to The Business Bank Net Teller product.

This guide will show you how to setup and download your accounts. For step-by-step help with an online task, choose Learn About Downloading Transactions from the Quicken Help menu.

To get program updates click Update on your Quicken toolbar. In the dialog, click Update Now, Quicken will automatically check for available updates. When this download process is complete, exit and restart Quicken.

Step 1: From the Account Bar, click Cash Flow Center.

Step 2: In the Cash Flow Center, click the My Data tab and then click Add Account.

Step 3: Enter The Business Bank in the financial institution selection dialog and click Next...

Step 4: Click Next to accept the Online option in this dialog. Note, that you can download any of the account types listed under Download Availability.

The next dialog asks for your Customer ID and PIN, enter this information.

Your Quicken Customer ID / PIN is the same as you use to log in to The Business Bank Net Teller product. If you're unsure about which ID/PIN to use, see the information under "Need a Customer ID and PIN?" to the right in this dialog.

Click Next.

Step 5: Specify a Quicken account name, or use an existing Quicken register if you are presently manually entering transactions. Click Next when you have specified how Quicken should handle each online account.

Step 6: Click Next to create up to 6 account registers and download transactions into Quicken. Repeat this setup process if you hold any additional accounts. Congratulations! For instructions on downloading account information on an on-going basis, see the "Keeping Your Quicken Accounts Up-to-Date" section.

Step 1: To download transactions or send online payments directly from your account register, go to the account via the account bar, and then click Download Transactions located at the bottom of your account register.

Step 2: Follow the on-screen instructions to complete downloading transactions.

The Online Center also lets you easily download transactions to or make payments from the accounts that you have activated for online account services.

Easy Access: From the Online menu, select Online Center.

Sending online payments with Quicken is a fast and easy way to pay your bills. It requires two steps: setting up an online payee and creating an online payment.

An online payee can be any business, organization, or individual to whom you make payments. You have to add each online payee to the Online Payee List only once; all Quicken accounts share this list.

Step 1: Click Make an Online Payment from the online toolbar.
(See previous section — Keeping your Quicken Accounts Up-To-Date)

Step 2: Click Payees in the Online Center.

Step 3: Select the New button in the top left area of the Online Payees Window.

Step 4: In the Set Up Online Payee window, enter the payee's name and address.

Step 5: Enter the account number that the payee uses to identify you. If you don't have an account number, use your policy number or your name.

Step 6: Click OK. Review the information for accuracy and click Accept.
To edit, click Cancel and make any necessary changes.

After you create an online payee, you are ready to create an online payment.

Step 1: Click Make an Online Payment from the online toolbar
(See previous section - Keeping your Quicken Accounts Up-To-Date)

Step 2: Fill in the fields for the payment that you want to make and click Enter.

Step 3: Click Update/Send.
Quicken displays the Online Update for this account window. Check marks indicate payments to be sent. If you do not want to send a payment, click the payment to remove the check mark.

Step 4: Enter your PIN and click Update Now.
You will connect to the Internet and your payment instructions will be sent.