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No QFX

I last downloaded data 10/9/2020 into Quicken Deluxe. Today I downloaded data from the same sources and had issues. QFX from BofA loaded into a new account with the year of 1920. I downloaded the Chase checking to an old account and it worked fine. Chase Credit Card would NOT load even using FILE IMPORT which selected the QFX but did nothing, no messages. I am at R30.14. Is there something more I need to do to the new accounts?

Comments

  • ChuckR
    ChuckR Member
    I went ahead and moved transactions and deleted the new accounts. I found that BofA shows the financial institutions as Chase. I am unable to edit that account and put in the new CC #.
    I also can't find a way to change the financial institution to Bank of America.
    I am assuming making these changes will allow my Chase CC to go to the correct account as a QFX download. I could not find in BofA a download to QFX.
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited January 2
    Hello @ChuckR

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    It sounds as though the accounts were enabled for transaction download prior to the QFX file being imported. This will cause new accounts to be created instead of linking to the existing accounts.

    Quicken does not offer the ability to directly enter account numbers, this completed by the program when signing in when setting up transaction download. To correct the mismatch that you are now experiencing, I would deactivate the accounts. 

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    If you would like to enable the accounts for transaction download, I would then reactivate the accounts and carefully link the accounts to the correct Quicken accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

    Please let us know how it goes!

    -Quicken Tyka
    ~~~***~~~
  • ChuckR
    ChuckR Member
    Do those activities refer to Quicken One Step linked to a bank?
    I have been using Manual loading.
    I just installed R30.19. Does this have any help for this issue?
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @ChuckR

    Thank you for the response, I would still follow these suggestions to correct the issue you have reported.

    You may also contact support directly for assistance.

    https://www.quicken.com/support#contact-support

    Support has the ability to initiate a screen share to view the issue in real-time to be able to better assist.

    -Quicken Tyka
    ~~~***~~~
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