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Mi Banco Comercial and QuickBooks®
Now, Mi Banco Comercial offers the option to export reports on your transactions and balances to QuickBooks®, making the accounting process easier for your business and the management of your finances, with no additional cost.
How to export data to QuickBooks® from Mi Banco Comercial:
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Log in to Mi Banco Comercial using your Username and Password,
as usual.
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Click on the Account Services option on the left menu of Mi Banco Comercial’s main page.
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Once you are in Account Services, click on the Export Transactions option.
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Select the account from which you wish to export your transactions.
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You have two options for exporting your transactions:
- You can export all of your transactions, or select a specific range of dates.
- To export all your transactions, select Download all transactions of as shown below.
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To export from a specific range of dates, you should identify the start date (“From”) and the end date (“To’)
of the desired range.
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Next, choose the format of the file to export: Intuit QuickBooks®.
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Click on the Download button.
Once you are in QuickBooks®
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Access QuickBooks® and select the option File>Utilities>Import>Web Connect Files.
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Select the file (.qbo) that you obtained from Mi Banco Comercial.
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Choose the account configured in QuickBooks® where you will place the transactions and click on Continue.
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A message will appear on the screen confirming that the data was succesfully transferred.
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Sample: Checking Account.
To export reports, you must have access to QuickBooks® 2013 or recent versions.
QuickBooks® is a registered trademark of Intuit Inc.
Need more help?
We are receiving an extraordinary volume of calls, which is affecting our waiting times. We appreciate your understanding and your trust in us.
Call us at 787.724.3659787.724.3659 or Access Mi Banco Online (desktop version), log in by entering your username and password, and in the upper part of the website click on “Contact Us”. From there, write your message, and we will gladly assist you.
We encourage you to consult the following information regarding useful and accessible solutions for you.
- Access our tutorials to perform the following transactions:
- There are more than 600 ATMs where you can pay your bills, deposit and withdraw money. To find the nearest ATM, click here.
FDIC Member. Products and services offered by Banco Popular de Puerto Rico.
1Withdrawals are subject to the availability of funds in your account.
2Deposits are subject to the provisions of the Bank’s Funds Availability Policy. Easy Deposit Mobile is a free service and only for Banco Popular customers with individual deposit accounts and/or commercial accounts (FlexiCuenta de Negocios® & B-Smart®). Customers selected in accordance with the Bank’s eligibility criteria. Checks deposited before 6:00 p.m. of a business day will be processed the same business day, subject to verification and deposit validation. In the back of the check to be deposited, enter your signature, account number and the phrase “For Deposit Only at BPPR.”
3Insurance is underwritten by Chubb Insurance Company of Puerto Rico. Insurance products are offered by Popular Insurance LLC, a subsidiary of Popular, Inc. and an affiliate of Banco Popular. Popular Insurance LLC is duly authorized by the Office of the Insurance Commissioner of Puerto Rico to offer and transact insurance products and has been appointed by Chubb Insurance Company as its Authorized Representative. Popular, Inc. and Banco Popular de Puerto Rico do not offer, underwrite or issue insurance products. Chubb and Popular Insurance LLC, Popular Inc. or Banco Popular de Puerto Rico are not affiliates. Obtaining this insurance is optional and it may be canceled at any time. Banco Popular de Puerto Rico will not condition the credit decision upon the purchase of this insurance or your agreement not to obtain such insurance from an unaffiliated entity. Insurance products are not insured by the FDIC, or other government agencies; are not deposits or obligations of, nor are guaranteed by Banco Popular de Puerto Rico its subsidiaries and/or affiliates. Certain limitations, exclusions and conditions apply. For more information, refer to the Certificate of Insurance.
