Direct Connect no longer imports into existing acct, but rather creates a new one. Why?

Amy6

My Bank of America Checking account has been updating accurately for years. Today, it will not import into the existing account, but it does important and create a new account with the accurate data. I notice the new account Quicken created only uses the last 4 digits of my account number, whereas the original account lists the entire account number. I had hoped I could go into the original account and edit the account number to use only the last 4 digit method, but that is not an editable field. I went through the "update account now" steps and received the code to my phone to proceed, but still did not work. I suppose I could transfer all of the new transactions from one account to the other, but I would prefer to understand why it suddenly is not compatable. Thank you.

Boatnmaniac

@Amy6 - When an FI changes something about how it connects to Quicken it sometimes will do what you are seeing.  This happens a lot when the FI changes the account number (or the number of account number characters) that the FI downloads.

The fix for this is rather simple:

1. Make a backup of your Quicken file so it can be recovered in case there is a problem encountered with the following process.
2. Go to your Account Register.
3. Click on the Gear icon at the top right of the register screen and the click on "Account Details."
4. Click on the "Online Services" tab and click on "Deactivate".
5. Click on the "General" tab and delete all the Financial Institution information in the top right corner, including your account number.
6. Click on the "Online Services" tab and click on "Set up Now" and follow the set up process.
   
7. During the set up process, you will likely be prompted to either add a new account, link to an existing account or ignore.  Be sure to link to your Quicken BoA checking account.

That should resolve your issue.  Let me if that works or not.

Boatnmaniac

@Amy6 - When an FI changes something about how it connects to Quicken it sometimes will do what you are seeing.  This happens a lot when the FI changes the account number (or the number of account number characters) that the FI downloads.

The fix for this is rather simple:

1. Make a backup of your Quicken file so it can be recovered in case there is a problem encountered with the following process.
2. Go to your Account Register.
3. Click on the Gear icon at the top right of the register screen and the click on "Account Details."
4. Click on the "Online Services" tab and click on "Deactivate".
5. Click on the "General" tab and delete all the Financial Institution information in the top right corner, including your account number.
6. Click on the "Online Services" tab and click on "Set up Now" and follow the set up process.
   
7. During the set up process, you will likely be prompted to either add a new account, link to an existing account or ignore.  Be sure to link to your Quicken BoA checking account.

That should resolve your issue.  Let me if that works or not.