How do I link my Dort Financial account with Quicken or QuickBooks?

To add your Dort Financial account to Quicken or QuickBooks, simply enter your Dort username and password into Quicken/QuickBooks and it will automatically download transaction history for your account. Using this method will yield up to the past 3 months of transaction history.

Alternatively, you may also download a .QBO or .QFX file for upload into Quicken/QuickBooks by clicking on the "Export" button in your account history.