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Posted by bigbear on September 12, 2008, 8:05 pm
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Thanks for the immediate response John. I didn't know there were options
for download except to do it automatically or to go on the fi site and do it
individually. The way I do it normally is open Quicken and hit the update
button. I have the the accounts with passwords in the vault. The data from
all the accounts download.
I assumed that since the account number associated with all the accounts,
ie; b of a, TD Ameritrade etc. that thats what it has to be. Those are the
numbers I have to use to get on their web site. The b of a account number
changed so I assumed that the number in Q had to change. Since, from what
you're saying, it's immaterial, I'll try it tomorrow as is and post if I do
have a problem with it.
> bigbear wrote:
>> Forgot to mention I am using Quicken 2007 Home and Business R5
>
>
>>> Bank of America has recently changed procedures so for the last few
>>> days I haven't been able to download data.
>>> I have 6 or 7 accounts under the B of A all other states heading and
>>> it updates them all at the same time. It also updates two other
>>> brokerage accounts. Today I called B of A to fix the problem and
>>> had to change my account name and password. I have no trouble
>>> changing the password in quicken. However, I can't for the life of
>>> me figure out how to change the account name (Note the individual
>>> account numbers have not changed only the log in name used for on
>>> line banking and the quicken update) Can it be that Quicken does not
>>> allow for the change in an account
>>> name? Please tell me what I've been missing!
>
> I have never heard of a situation where downloading depended on the
> Quicken account name ... and I'm reasonably certain no such change is
> required in your case. Neither your fi, nor Intuit, know anything, nor
> care anything, about the name you have assigned to your Quicken accounts.
>
> I download from BofA All Other States many times every week: I have zero
> problems, and I have not been asked to change anything about my account:
> not customer-id nor password ... much less Quicken account name.
> 30
> I suspect you are using Quicken's Web Connect process to download (or
> perhaps Express Web Connect ... a much less reliable download method, at
> this time).
>
> If so, and if Quicken is asking you to identify the account your
> downloaded transactions should be assigned to: you need to "Deactivate"
> the appropriate account for downloading. Then, the next time you
> download, you will find the appropriate account available to select.
>
> [If Quicken doesn't know what account the downloaded transactions should
> go to, it will never allow you to tell it to use an account that is
> already "activated" for transaction download.]
>
> --
>
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
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