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Re: 2007 Basic Automatic Update Not Working with Bank of America

 

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Subject Author Date
Re: 2007 Basic Automatic Update Not Working with Bank of America gregg 08-16-2007
Posted by gregg on August 16, 2007, 10:35 pm
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I got into the Quicken online support forum and found a solution. I had to
remove BOA from one step updates, then go on the BOA site and download the
update files. When the account was updated the program asked me if I wanted
to add the accounts to one step updates. I added them and now it works
perfectly. The work a round I guess was to add after being asked while
updating with a file rather than adding beforehand. There is also a patch
involved. Everything is working great now.

Gregg

> Are you using Direct-Connect or Web Connect Express? With B of A (CA), my
> Direct-Connect has been and is currently working without issue...
>
>> I'm having the same issue with Citibank Web Connect. I don't have any
>> problem downloading through the bank's site, but the one-step update
>> isn't showing any transactions.
>>
>>
>>
>>>I just started using Quicken again with Bank of America and the
>>> automatic update feature isn't working. When I do the update, it acts
>>> as if it is downloading the data and shows that it is updating all of
>>> my accounts and says that all accounts have been updated. When I go to
>>> the accounts, there are no transactions to review and nothing has been
>>> changed. If however I download and run the file directly from the bank
>>> everything is updated. This is not just with Bank of America, but with
>>> Cornerstone Financial also. It did work at one time. Any idea what
>>> might be the problem. Thanks in advance.
>>>
>>> Gregg
>>
>>



Posted by Ben on August 17, 2007, 3:01 am
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Sounds like you're using Web Connect Express then -- goes down a lot...

>I got into the Quicken online support forum and found a solution. I had to
>remove BOA from one step updates, then go on the BOA site and download the
>update files. When the account was updated the program asked me if I wanted
>to add the accounts to one step updates. I added them and now it works
>perfectly. The work a round I guess was to add after being asked while
>updating with a file rather than adding beforehand. There is also a patch
>involved. Everything is working great now.
>
> Gregg
>
>> Are you using Direct-Connect or Web Connect Express? With B of A (CA),
>> my Direct-Connect has been and is currently working without issue...
>>
>>> I'm having the same issue with Citibank Web Connect. I don't have any
>>> problem downloading through the bank's site, but the one-step update
>>> isn't showing any transactions.
>>>
>>>
>>>
>>>>I just started using Quicken again with Bank of America and the
>>>> automatic update feature isn't working. When I do the update, it acts
>>>> as if it is downloading the data and shows that it is updating all of
>>>> my accounts and says that all accounts have been updated. When I go to
>>>> the accounts, there are no transactions to review and nothing has been
>>>> changed. If however I download and run the file directly from the bank
>>>> everything is updated. This is not just with Bank of America, but with
>>>> Cornerstone Financial also. It did work at one time. Any idea what
>>>> might be the problem. Thanks in advance.
>>>>
>>>> Gregg
>>>
>>>
>
>

Posted by gregg on August 17, 2007, 8:44 am
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> Sounds like you're using Web Connect Express then -- goes down a lot...



I am not sure of the terminology "Web Connect Express". What I am using is
the one step update from withing Quicken as opposed to updating from the BOA
site which I had to do for a while. My Bill Pay is now also connected to the
BOA site, where that when I enter a bill to pay at BOA it shows up in
Quicken with the update. I am not familiar with the difference between
"direct connect" and "web connect express", unless it is the difference
between what I am doing now vs. what I was doing before. Is this correct?



Posted by Ben on August 17, 2007, 9:15 pm
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Try the help file, or the Quicken forums -- it's all covered there (or
search this newsgroup via Google Groups, it's all here as well). The
Quicken Forums for online services are here:
http://www.quickencommunity.com/webx/Forums/Quicken%20Personal%20Finance%20Software%20Forum%20for%20Windows/Downloading%20transactions-online%20banking%20and%20paying%20bills%20online/?@595.krGTbcsdBCb@

>
>> Sounds like you're using Web Connect Express then -- goes down a lot...
>
>
>
> I am not sure of the terminology "Web Connect Express". What I am using is
> the one step update from withing Quicken as opposed to updating from the
> BOA site which I had to do for a while. My Bill Pay is now also connected
> to the BOA site, where that when I enter a bill to pay at BOA it shows up
> in Quicken with the update. I am not familiar with the difference between
> "direct connect" and "web connect express", unless it is the difference
> between what I am doing now vs. what I was doing before. Is this correct?
>

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