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PAYEE NAME INCORRECTLY DOWNLOADED FROM QUICKEN SAME NAME SHOWN ON ALL DOWNLOADS

unknown

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Quicken Harold

Hi Bruce, appreciate your question..

We need some more information in order to assist you:

What bank(s) are you having issues with?
What account types (checking, savings, etc.) are you having issues with?
What have you tried so far to resolve the issue?
What version of Windows or Mac OS are you using?
Also need to know what version and release of Quicken you are using. You must be on the latest release (patch) level for your supported Quicken version. If you're missing patches, update your software first.
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

unknown

CHASE BANK, CHECKING ACCOUNT, CALLED BANK AND THEY SAID CONTACT YOU, WINDOWS 7, QUICKEN 2018, ALL PATCHES UPDATED, PLEASE ADVISE

Quicken Harold

Hello Bruce,

Are you getting any specific errors when attempting to download from Chase Bank? (CC-???, OL-???)

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

unknown

No errors. The checks are correct in the bank account, but download to Quicken with incorrect payee (all the same).

Quicken Harold

Hi Bruce,

I would recommend contacting Quicken Support on this issue. 650-250-1900. They have representatives available to assist you.

Respectfully,
~ Quicken Harold.

unknown

Okay. Thanks!

unknown

You may have an adequate solution within Quicken. The next time one of these transactions is downloaded, bring up the renaming dialogue. (Tools>Renaming rules) Follow the instructions to tell Quicken to convert these transactions to use the proper name.