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Posted by W. Thornton Martin on December 11, 2007, 7:53 pm
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The WebConnect transaction download for my Bank of America Visa card has
recently changed the Quicken account it was associated with. Now,
instead of loading transactions into my "Bank of America" Quick account,
WebConnect is using "Credit Card at Bank of America - All Ot". This
is apparently something that BOA has done. How do I change the location
back to "Bank of America"?
Thank you
Thornton
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Posted by John Pollard on December 14, 2007, 10:06 am
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W. Thornton Martin wrote:
> The WebConnect transaction download for my Bank of America
> Visa card
> has recently changed the Quicken account it was associated
> with. Now,
> instead of loading transactions into my "Bank of America"
> Quick
> account, WebConnect is using "Credit Card at Bank of
> America - All
> Ot". This is apparently something that BOA has done. How do
> I change the
> location back to "Bank of America"?
I've never known the download process to suddenly, and without
warning, start assigning transactions to a different (and new?)
account.
Sometimes an existing account can become unrecognizable to the
download, and the download will ask you to tell it where to put
the data. Generally, in this situation, you are offered a
choice of a new Quicken account, or any existing Quicken account
of the appropriate type that is eligible for, but not activated
for, downloading.
The reason you don't get to choose the "correct" existing
account, is because it is already activated for downloading.
When that situation occurs, I think you need to cancel the
download, deactivate the correct account for download (and
re-activate the account, if the account downloads using "Direct
Connect"). For Web Connect accounts, you would then initiate
another download, and when asked which account to assign the
transactions to, you should be able to select the correct
existing account.
If you've already allowed Quicken to create a new account, then
you need to do a bit more work.
Deactivate the new account and the old account for download.
Use Copy/Paste (or Cut/Paste, or Move -- Copy/Paste should avoid
nags about moving reconciled transactions, if you have any) to
move the transactions from the new account to the old account,
delete the new account, then initiate another Web Connect
download, and select the correct existing account when asked.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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Posted by John Pollard on December 15, 2007, 11:17 am
Please log in for more thread options W. Thornton Martin wrote:
> The WebConnect transaction download for my Bank of America
> Visa card
> has recently changed the Quicken account it was associated
> with. Now,
> instead of loading transactions into my "Bank of America"
> Quick
> account, WebConnect is using "Credit Card at Bank of
> America - All
> Ot". This is apparently something that BOA has done. How do
> I change the
> location back to "Bank of America"?
I'm re-replying to this since the reply that I send on Dec 14 at
9:06 am (and which is sitting in my OE Sent Items folder) seems
never to have made it. Sigh.
---------------------------------------------------------
I've never known the download process to suddenly, and without
warning, start assigning transactions to a different (and new?)
account.
Sometimes an existing account can become unrecognizable to the
download, and the download will ask you to tell it where to put
the data. Generally, in this situation, you are offered a
choice of a new Quicken account, or any existing Quicken account
of the appropriate type that is eligible for, but not activated
for, downloading.
The reason you don't get to choose the "correct" existing
account, is because it is already activated for downloading.
When that situation occurs, I think you need to cancel the
download, deactivate the correct account for download (and
re-activate the account, if the account downloads using "Direct
Connect"). For Web Connect accounts, you would then initiate
another download, and when asked which account to assign the
transactions to, you should be able to select the correct
existing account.
If you've already allowed Quicken to create a new account, then
you need to do a bit more work.
Deactivate the new account and the old account for download.
Use Copy/Paste (or Cut/Paste, or Move -- Copy/Paste should avoid
nags about moving reconciled transactions, if you have any) to
move the transactions from the new account to the old account,
delete the new account, then initiate another Web Connect
download, and select the correct existing account when asked.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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