Why are bank scheduled payments for a future date no longer downloading?

JoanneBradshaw109

I noticed that about 6 months ago, when I process a one-step update with Bank of America, that transactions that I have setup to pay for a future date do not get downloaded any longer (they used to). They only show up once the payment has been processed by the bank. How do I fix that?

Quicken Anja

Hello @JoanneBradshaw109,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Future scheduled payments only download when you are set up for Direct Connect with Bank of America. So, it sounds like you are set up for Express Web Connect.

To change this please follow the steps below.

1. Go to Tools
2. Account List
3. Click Edit next to the account in question
4. Online Services
5. Deactivate
6. Wait for the deactivation to complete, then click Setup Now...
7. On the bottom-left click on Advanced Setup (This is not a button, it's written in blue above the Cancel button)
8. In the search field type in Bank of America
9. Next
10. Choose Direct Connect
11. Next
12. Make sure that the financial institution name at the top says Bank of America-All Other States and sign in with your Bank of America credentials 

Below are screenshots for steps 8 through 12.







I hope this helps and let us know if you have any additional questions!

Quicken Anja

Hello @JoanneBradshaw109,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Future scheduled payments only download when you are set up for Direct Connect with Bank of America. So, it sounds like you are set up for Express Web Connect.

To change this please follow the steps below.

1. Go to Tools
2. Account List
3. Click Edit next to the account in question
4. Online Services
5. Deactivate
6. Wait for the deactivation to complete, then click Setup Now...
7. On the bottom-left click on Advanced Setup (This is not a button, it's written in blue above the Cancel button)
8. In the search field type in Bank of America
9. Next
10. Choose Direct Connect
11. Next
12. Make sure that the financial institution name at the top says Bank of America-All Other States and sign in with your Bank of America credentials 

Below are screenshots for steps 8 through 12.







I hope this helps and let us know if you have any additional questions!

JoanneBradshaw109

It Worked! Thanks so very much.

Quicken Anja

You're welcome! Glad to hear that worked.