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Quicken won't import three of four accounts from Congressional FCU

I've been using Quicken for decades and suddenly can't get the software to download new transactions from my credit union (Congressional FCU). I've tried deleting the accounts and re-downloading them, but that results in only one of my four accounts being downloaded; nothing else ever appears.

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited January 2019
    Whoa! Deleting an account also deletes all its transactions! Do you really want to do that?
    What you want to do is to deactivate and then reactivate all accounts with this bank using
    the same bank logon ID, including any old, long closed, hidden and forgotten
    accounts that might still be activated. If you miss one, the Intuit server
    involved in handling Express Web Connect - connected accounts will not start
    with a clean slate and you will continue to have problems.

    To deactivate an Account

    Go to Tools >
    Account List.

    Click Edit for the account you need to change.

    Click Online Services tab.

    If account has been activated for Online Bill Payment, deactivate this service
    first.

    Click Deactivate button in Online Setup box.

    Repeat for any other accounts that need to be deactivated.

    Restart Quicken to make sure that the changes are fully applied.

    To (re-)activate accounts for downloading

    Create a backup of
    your Quicken data file. This is a restore point, should something go horribly
    wrong during the next steps.

    If you normally automatically accept downloaded transactions into your
    registers I recommend you turn this feature off now. The first transaction
    download after every activation will download 60 - 90 days worth of
    transactions into your account(s). Auto-accepting them will most likely create
    a horrible mess that's difficult to undo. You're better off manually reviewing
    and accepting or deleting this first batch of downloaded transactions, one by
    one.  Go into Edit / Preferences /
    Downloaded Transactions. Remove the checkmarks from both "After
    downloading transactions" settings.

    Go to Tools / Add Account to reactivate the accounts. As you go thru the setup
    process, Quicken will identify all accounts it can download.

    Select an account type, e.g. Checking

    Enter the name of your bank and click Next. 
    Some banks have multiple choices, Consumer vs. Business accounts,
    Express Web Connect vs. Direct Connect. Be sure to pick the correct
    one.

    Enter your credentials, select Save this password (if using password vault) and
    click Connect.

    You should now see a
    list of all accounts found at your bank that you can activate. If you are
    activating an existing account, make sure the dropdown button for that account
    says LINK. If it says ADD, change it to LINK and select the correct Quicken
    account.  If it already says LINK, click
    the button and select the correct existing account register. If you do not do
    this, then the account will be added as a new account instead of being linked
    to the existing account register.

    Repeat this step for
    each account listed.

    Change ADD to IGNORE for any account on the list that you do not want to
    activate at this time. You can always come back and activate more accounts
    later.

    Click Next to continue.


  • Unknown
    Unknown Member
    edited January 2019
    I don't have a Tools menu; I'm using Quicken Deluxe 2019 on a Mac. I do have an account menu, but it doesn't have an Edit item. I can find the information for this account, but don't see an online services tab. All to say I can't deactivate anything.
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    Hello Benn..

    Are you still experiencing this issue?

    Please let us know so that we can best help you.
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
This discussion has been closed.