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Posted by Andrew on August 1, 2006, 6:06 pm
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John Pollard wrote:
>
>>>> ... and lo and behold, it asked me what account in
>>>> Quicken to associated this with (I had Quicken open in
>>>> another
>>>> window); ...
>
>>> To be clear....This might be misleading, It wasn't in the
>>> online
>>> access IE session that I got asked, I believe the focus got
>>> switched
>>> into Quicken and Quicken asked me which account to process
>>> the
>>> downloaded QFX.....
>
>> Bummer - I guess what this process all established was a 'Web
>> Connect' , not direct connect. Now have to go to the FI
>> website first and manually select the acccount and download.
>> Doesn't automatically happen via the UPDATE process using
>> stored PIN VAULT passwords. Probably all clear to those that
>> have used Web Connect before, but this was my first time.
>>
>> So in essence, I still have a problem with trying to establish
>> the correct account within Quicken to use it via Direct
>> Connect. I'll try calling Intuit again - maybe during
>> daytime, I'll get someone who knows how this works!
>
> I knew your "successful" procedure was going to produce a
> web-connect download, but I thought you knew that and were happy
> ... so I said nothing.
>
> Who is the fi? Are all your accounts with them what Quicken
> calls "cash flow" accounts: checking, savings, credit card? How
> many total Quicken accounts (all fi's) do you have activated
> (have you successfully activated) for Direct download?
>
> Have you tried Deactivating *all* your accounts with that fi,
> then Activating one. That should offer you the opportunity to
> match at least six Quicken accounts. Then try to Activate one
> of the remaining Deactivated accounts.
>
> Alternatives:
> a.) with no account Activated, try making your first Activate
> attempt on one of the accounts that has never appeared as a
> match choice before
> b.) try a Validate on a Quicken "Copy" of your data, then try
> the setup in the validated copy.
> c.) call your fi
John - thanks for these tips. I figured I'll wait until I get Q2007 and
see what new abilities it had advertised to setup online accounts meant. If
you check out the link that Rick Hess nicely supplied today
(http://quicken.intuit.com/deluxe.jhtml?view=new&lid=prod_tab), one item is:
"Added ability for users to add more than 6 accounts during setup". I think
that might just easily solve my problem! I'll let you know.
Unlike others, I ALWAYS am interested in buying the latest and greatest and
trying it out when I see it in the local Best Buy.
--
-------------------------------------------------------------
Regards -
- Andrew
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