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Posted by MikeG on April 29, 2006, 5:32 pm
Please log in for more thread options I am having a similar problem with SunTrust. About 1 week ago, they
'updated' their web site and was directed to a new URL. However, when I try
an update from within Q, it takes me to the old URL, which in turn directs
me to the new one. IF I D/L from outside Q, (using the newest URL)
everything works normal and all the transactions are D/L into Q.
>
> | Summer wrote:
> | > John wrote
> | >> Try this. Go to the Online Center. Hold down the CTRL and
> | >> F3
> | >> keys and click "Contact Info". Select your problem account
> | >> in
> | >> the resulting dropdown Account list. Click the "Refresh"
> | >> button. Then do another One Step Update with nothing checked
> | >> to
> | >> download.
> | >
> | >> Then try to download transactions again.
> | >> --
> | >> John Pollard
> | >> First initial underscore Last name at mchsi dot com
> | >> Please reply to newsgroup
> | >
> | >
> | > Thanks, John.
> | >
> | > Went to Online Center, held down CTRL and F3 keys and clicked
> | > "Contact
> | > Info". A screen popped up stating:
> | >
> | >
> | > FI Action Required
> | >
> | > Financial Institution:
> | > SunTrust (this is highlighted and is the only listing, which
> | > is my
> | > bank)
> | >
> | > Current Status:
> | > Branding needs updating
> | > Profile needs updating
> | >
> | >
> | > To the right of the above text is a Delete and a Refresh
> | > button.
> | > Below the above text is an OK button.
> | >
> | > I clicked Refresh, OK. Did another One-Step Update w/o
> | > anything
> | > selected. Tried the Download Transactions again and STILL the
> | > old
> | > webpage loads.
> | >
> | > Poked around a bit and noticed that under Online on the Menu
> | > Bar, is a
> | > selection titled Online Account Services Setup. Maybe this is
> | > why I'm
> | > having problems? Because I haven't "officially" setup this
> | > account
> | > through Quicken?
> |
> | Yes; both Mike's and my response did assume that "Transaction
> | Download" was "Activated". (Though if you are using Web-Connect
> | for the account - as your posts indicate you are - the account
> | would not be "Activated" until the completion of your first
> | successful download of transactions into the Quicken "Accept
> | transactions into account" window.
> |
> | > Anyway, I went through the steps to sign up and at
> | > the end, was directed to contact my FI. Which is what I plan
> | > to do
> | > Monday, I guess; unless I'm on the wrong track and you have
> | > some
> | > other ideas. Also, the wrong bank account was listed here. The
> | > first
> | > account listed is a dummy account I use as a clearing account
> | > for
> | > transfers between my business and personal accounts (sole
> | > prop).
> | >
> | > I don't get it.
> |
> | > I can download transactions directly from their
> | > website outside of Quicken,
>
> ---------------------------------------
> |
> | You could *download* transactions from an fi's web site even if
> | you didn't own Quicken. Getting them into Quicken should be a
> | different matter.
> |
> | If you have downloaded using Web-Connect and successfully
> | processed the downloaded transactions in Quicken before (no
> | matter whether you initiated the process from within Quicken or
> | at the fi's web site), your Quicken account *should* have been
> | Activated.
> |
> | But perhaps because you have the wrong account number - but the
> | correct financial institution - setup in Quicken, the process
> | did not work quite as designed.
> |
> | Quicken must be able to access your financial institution before
> | it will allow you to "import" (or process) a downloaded file of
> | Web-Connect data (you could save the file to your hard drive and
> | use File > Import to have Quicken process it). Maybe Quicken
> | could access your fi - so allowed the download/import - but
> | could not match the Quicken account number to the fi account
> | number, so did not Activate the account. I don't recall anyone
> | ever reporting your particular problem before.
>
> At SunTrust's webpage, I can choose to download transactions for a
> particular account I'm viewing. I can then choose Last Statement, Current
> Statement or Since Date. Then choose from formats (programs) of Excel, MS
> Money or Quicken for PC or Mac. I hit Submit, and Quicken is opened and
> the
> transactions are downloaded into the "Accept transactions into register"
> window. Quicken then closes. This is automatic, very fast and accurate.
>
> |
> | You could try entering the correct account number in Quicken and
> | doing another download from the fi's web site (or using the
> | Participating Financial Institution list to initiate an account
> | activation). If things are working correctly, during the
> | process, Quicken should ask you which Quicken account the
> | transactions are for; in order to be able to select that
> | account, it must be "Deactivated" when you initiate the
> | download. If you finish processing downloaded transactions and
> | the Quicken account is "Activated", you should be good to go.
> |
>
> I'll fool around with this some more and see what I come up with. Thanks
> so
> much for your time, John! (My newsreader seems to be working now, too)
> --
> Summer
> (no email)
>
> | > but I have to contact the bank to get the
> | > downloads to work from within Quicken?
> |
> | Some fi's expect this, some don't (though I have found it rare).
> |
> | --
> |
> | --
> | John Pollard
> | First initial underscore Last name at mchsi dot com
> | Please reply to newsgroup
> |
> |
>
>
| 
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