Mobile and online banking Support Centre
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Import transactions into accounting software (Commercial)
Download transaction history in CSV, OFX, or BAI2 and import it into your accounting software. Get step-by-step instructions to do it manually.
Troubleshooting accounting software
Fix connection issues between commercial online banking and your accounting software. Get step-by-step instructions to resolve common problems.
Link to accounting software (Commercial)
Connect commercial online banking to platforms like QuickBooks or Xero. Get step-by-step instructions to link your accounts.
Change statement preferences (Commercial)
Switch between electronic and paper statements, managed per membership. Get step-by-step instructions to update your preference.
Notification settings (Commercial)
Set up account notifications for specific transaction amounts, ranges, or changes in account balances.
Change communication settings (Commercial)
Choose how Servus communicates with you. Get step-by-step instructions to update your preferences on a membership-by-membership basis.
Update profile settings (Commercial)
Keep your email address and SMS number current. Get step-by-step instructions to update your contact information.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
Add account group (Commercial)
Create new account groups to organize accounts across memberships and configure sharing and visibility options. Get step-by-step instructions to add one.
Personalize accounts (Commercial)
Rename and reorder your accounts to make navigation quicker and more intuitive. Get step-by-step instructions to personalize them.
Customize account groups (Commercial)
Rearrange, show or hide, and share account groups across your memberships. Get step-by-step instructions to customize them.
Add Government payees (Commercial)
Set up federal or provincial government payees, including CRA and other agencies, using the correct business number format. Get step-by-step instructions to…
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