PayPal (possibly Bank Of America) download transactions problemClosed
When downloading transaction into our Bank Of America checking account, if the transaction is for PayPal we cannot match to memorized payee as all information is not show. We have several PayPal payments to different memorized payees.
For example: We have a payment set for Disney+ through PayPal of $7.00. This is a recurring entry of a memorized payee. When Quicken downloads the transaction from BOA it comes through as shown in the 1st image (quicken PayPal view). With this information there is no way to identify the payee. Except of course that it is a PayPal payment. This forces us to go to the BOA website to verify the payee.
Once on the website we get the information in the second image (BOA PayPal). This show the relevant information as to who got paid. This may be a site specific problem as, this does not seem to happen to all banking accounts. We have accounts with two other banks that show the full information when downloaded.
Can this please be fixed so that ALL of the information shown on the website is shown in quicken? Thus making it easier to match to memorized payees.
For example: We have a payment set for Disney+ through PayPal of $7.00. This is a recurring entry of a memorized payee. When Quicken downloads the transaction from BOA it comes through as shown in the 1st image (quicken PayPal view). With this information there is no way to identify the payee. Except of course that it is a PayPal payment. This forces us to go to the BOA website to verify the payee.
Once on the website we get the information in the second image (BOA PayPal). This show the relevant information as to who got paid. This may be a site specific problem as, this does not seem to happen to all banking accounts. We have accounts with two other banks that show the full information when downloaded.
Can this please be fixed so that ALL of the information shown on the website is shown in quicken? Thus making it easier to match to memorized payees.
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- Navigate to the File menu
- Select File Operations
- Copy...
- Leave the presets as is and click OK
- Wait for the copy procedure to complete
- Select New Copy and click OK
- Once the newly copied file opens, navigate back to the File menu
- Select File Operations
- Validate and Repair...
- Select Validate file
- Click OK
- Close the Data Log
- Close Quicken (leave it closed for at least 5 secs)
- Reopen Quicken and see if the issue persists.
Thank you for testing that.
Now, in an attempt to resolve this with your current data, I suggest you create a copy of your data file in an attempt to rebuild all of the internal lists and database tables. Then, try to Validate your data file in the copied file by following the steps below. However, I do recommend that you also Save a backup of your data file first before trying these steps (just in case).
If this does not resolve the issue, you can either switch back to your original file or restore the backup you saved prior to performing the above troubleshooting instructions (both the original and backup files should remain unaffected by the steps performed in the copied file).
Let us know how it goes!
Now, in an attempt to resolve this with your current data, I suggest you create a copy of your data file in an attempt to rebuild all of the internal lists and database tables. Then, try to Validate your data file in the copied file by following the steps below. However, I do recommend that you also Save a backup of your data file first before trying these steps (just in case).
If this does not resolve the issue, you can either switch back to your original file or restore the backup you saved prior to performing the above troubleshooting instructions (both the original and backup files should remain unaffected by the steps performed in the copied file).
Let us know how it goes!
-Quicken Anja
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This post has been closed.
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
First, could you please provide which version of Quicken you have currently running?
- Help > About Quicken
If you don't mind, I'd like to start off by having you create a new (test) file to see if you experience the same issue in a new file as well. In doing so, we will be able to determine whether or not this is caused by an issue within your current data file.Follow the steps below to create a test file:
After adding the account, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file.
Follow the steps below to switch files:
Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.
Let us know how it goes!
-Quicken Anja
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