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Downloading Credit Card Statements

 

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Subject Author Date
Downloading Credit Card Statements alsteele 08-27-2008
Posted by alsteele on August 27, 2008, 3:51 pm
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I have a credit card account with a bank. I had been downloading the
credit card statements into my Quicken credit card account. Due to a
problem, I had them cancel my previous credit card and issue a new
one. I edited my Quicken account to show the new credit card number.
Now when I try to download the credit card statement, Quicken does not
show the credit card account into which I want to download it.

I have so many transactions each month that I would hate to go back to
manually entering them. Can anyone help

Posted by John Pollard on August 27, 2008, 3:54 pm
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alsteele wrote:
> I have a credit card account with a bank. I had been
> downloading the
> credit card statements into my Quicken credit card account.
> Due to a
> problem, I had them cancel my previous credit card and issue a
> new
> one. I edited my Quicken account to show the new credit card
> number.
> Now when I try to download the credit card statement, Quicken
> does not
> show the credit card account into which I want to download it.
>
> I have so many transactions each month that I would hate to go
> back to
> manually entering them. Can anyone help

You left out some information that could be useful: for
starters, Quicken version, and download method.

Deactivate the credit card account for downloading. If the
normal download method is "Direct Connect", re-activate the
account for downloading.

Then try another download.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by alsteele on August 27, 2008, 5:36 pm
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wrote:
You left out some information that could be useful: for
>starters, Quicken version, and download method.
>
>Deactivate the credit card account for downloading. If the
>normal download method is "Direct Connect", re-activate the
>account for downloading.
>
>Then try another download.

Thanks for the reply.
I am using Quicken 2006 Deluxe. My download method is to click on the
monthly statement and then to download it using the Quicken selection.
I then accept the download into the credit card screen.
I don't know how to" Deactivate" the credit card account for
downloading, nor what you mean by "Direct Connect" or how I would
"Reactivate."


>alsteele wrote:
>> I have a credit card account with a bank. I had been
>> downloading the
>> credit card statements into my Quicken credit card account.
>> Due to a
>> problem, I had them cancel my previous credit card and issue a
>> new
>> one. I edited my Quicken account to show the new credit card
>> number.
>> Now when I try to download the credit card statement, Quicken
>> does not
>> show the credit card account into which I want to download it.
>>
>> I have so many transactions each month that I would hate to go
>> back to
>> manually entering them. Can anyone help
>
>

Posted by John Pollard on August 27, 2008, 5:48 pm
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alsteele wrote:
> On Wed, 27 Aug 2008 19:54:41 GMT, "John Pollard"
> wrote:
> You left out some information that could be useful: for
>> starters, Quicken version, and download method.
>>
>> Deactivate the credit card account for downloading. If the
>> normal download method is "Direct Connect", re-activate the
>> account for downloading.
>>
>> Then try another download.

> Thanks for the reply.
> I am using Quicken 2006 Deluxe. My download method is to click
> on the
> monthly statement and then to download it using the Quicken
> selection.
> I then accept the download into the credit card screen.
> I don't know how to" Deactivate" the credit card account for
> downloading, nor what you mean by "Direct Connect" or how I
> would
> "Reactivate."

If you logon to your fi's web site to initiate a download, then
you are using Web Connect to download.

To Deactivate the Quicken account for downloading, open the
account to the Overview tab, click on "Change Online Services",
then click Deactivate. Since you're using Web Connect to
download, you do not need to re-Activate the account.

[If you needed to reactivate the account for downloading - as
you would if you were using Direct Connect to downloae, you
would use the same "Change Online Services" dialog to do it.]

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by alsteele on August 28, 2008, 1:25 pm
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wrote:


>
>If you logon to your fi's web site to initiate a download, then
>you are using Web Connect to download.
>
>To Deactivate the Quicken account for downloading, open the
>account to the Overview tab, click on "Change Online Services",
>then click Deactivate. Since you're using Web Connect to
>download, you do not need to re-Activate the account.
>
>[If you needed to reactivate the account for downloading - as
>you would if you were using Direct Connect to downloae, you
>would use the same "Change Online Services" dialog to do it.]

>alsteele wrote:
>> On Wed, 27 Aug 2008 19:54:41 GMT, "John Pollard"
>> wrote:
>> You left out some information that could be useful: for
>>> starters, Quicken version, and download method.
>>>
>>> Deactivate the credit card account for downloading. If the
>>> normal download method is "Direct Connect", re-activate the
>>> account for downloading.
>>>
>>> Then try another download.
>
>> Thanks for the reply.
>> I am using Quicken 2006 Deluxe. My download method is to click
>> on the
>> monthly statement and then to download it using the Quicken
>> selection.
>> I then accept the download into the credit card screen.
>> I don't know how to" Deactivate" the credit card account for
>> downloading, nor what you mean by "Direct Connect" or how I
>> would
>> "Reactivate."

Please let me clarify: My method of accessing the credit card company
which is also my bank is to click on the bank website, either via
clicking on Update Now in Quicken or by going directly to the bank
website. In either case I am clicking on the same URL.

Just to make sure that you understand my problem: I simply changed the
number on the credit card account in Quicken, i.e., it is the same
account with a different number.


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