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Posted by Laura on October 22, 2007, 6:48 pm
Please log in for more thread options > John Pollard wrote:
>> Cranky Dude wrote:
>>> Yesterday I tried about five times to do an Online update of my Bank
>>> of America credit card, downloading to Quicken Deluxe 2006, and each
>>> time Quicken tried to create a new account called "Credit card for
>>> Bank of America Other States." There was no option to import data
>>> into the existing account. I had to manually enter all the data off
>>> my statement.
>>> Did BoA change something so that it isn't recognized? Even if they
>>> did change something, why doesn't Q2006 Deluxe let me specify which
>>> account to import data into? That option was grayed out. What can I
>>> do to match BoA to the existing account?
>>
>> If Quicken doesn't know which account the downloaded transactions are
>> for, you can not tell Quicken to use an account that is already activated
>> for downloading.
>>
>> Make sure the account you want Quicken to assign the transactions to is
>> Deactivated for transaction download. [Overview tab/button, Change Online
>> Services.]
>>
>
> Thanks John. BoA is not one of my accounts that is activated for
> transaction download because BoA doesn't work that way. BoA requires Web
> Connect for updating. However, when I get home, I'll take a look at my
> accounts just to make sure.
Since when? My BoA accounts (checking, savings & credit cards) all are
downloading transactions using Direct connect method. I don't use the web
connect for updating. They are a Bank of America; Other states set of
accounts.
Have you tried activating it for downloading instead of using the web
connect?
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