The MemberDirect® download capability will allow you to automatically update your account transactions and balance your account information. If you use Microsoft Money®, Quicken®, QuickBooks®, Simply Accounting® or spreadsheet software such as Microsoft Excel® to track your finances, this feature will save you a great deal of time. Instead of having to manually input financial transactions into the software program of your choice, you can simply download the necessary file and your transactions will be updated for you!

For members who have questions or concerns regarding the MemberDirect download capability, Sonoma technical support is able to provide assistance, day or night.

To use this new functionality in MemberDirect, follow these quick and easy steps:

1. Log on to MemberDirect.
2. Go to Account Activity.
3. Choose the account that you wish to download the information for.
4. Select a start and end date.
5. Choose an account activity filter.
6. Select a download option in the activity format drop down box.
7. Save the file to your hard drive.
8. Follow the instructions included with your software to import the downloaded information into your program.

Contact Us
Sonoma Technical Support 24 hour MemberDirect Support 1-888-273-3488 Click to email ITC Department