Business Financial Statements

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.

For businesses that operate as a partnership, corporation or LLC using an EIN for tax reporting

Steps to downloading your transactions:

Log into Business Online Banking.
Select the account that you want to download.
Click the Export icon.
Choose from one of five options: Spreadsheet (xls); Spreadsheet (csv); Microsoft OFX (ofx); Quicken (qfx); Quickbooks (qbo).

Our Business Online Banking platform allows you to view 24 months of transaction history. You can download your transactions by clicking the Export icon on the desired account.

The Activity Center in Business Online Banking allows you to see and export all deposit history, single transactions and recurring transactions that were processed in Business Online Banking or the business mobile app from across multiple accounts.

View our Systems Requirements to learn the software required to use Business Online Banking and the business mobile app.

Please refer to the Business Online Banking User Guide (PDF) for additional details.

For businesses that operate as a sole proprietor, LLC using an SSN for tax reporting, clubs, trusts and estates

Steps to downloading your transactions:

Log into BECU Online Banking.
Select 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).
Click “Select a Download Type” and download using one of the three file types that suits your import needs.

Quick tip: select (.CSV) when importing into Excel.

Yes. You'll need to access BECU Money Manager for this information. While the 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 import into Excel.

Absolutely – just use Money Manager. BECU Money Manager allows you to export all of your financial institution transactions into one dashboard. Be it another BECU account, a third-party account (not BECU) from a different financial institution, a business loan, credit card – 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.

View our Systems Requirements to learn the software required to use BECU online banking and the mobile app¹.