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Importing data not showing all accounts

Hello, I setup a Line of Credit account and it imported recent transactions, but now I have downloaded older transactions in a QFX file and when I try to import into Quicken Home and Business for Windows, it does not list my LOC account (only my regular chequing and savings accounts). Is there a way to import these older transactions?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @rwczen,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    Did you deactivate the account from the current connection method you have set up for it before attempting to import the .qfx file? If not, this could be why you are not given the option to choose your LOC account.

    If needed, please refer to this support article for instructions on how to deactivate the account. Then, follow the steps below to import and link the .qfx file.
    1. Download and import the bank (.qfx) file as you normally would
    2. You should then receive the dialogue box shown belowClick Link to an existing account, then choose the corrrect account nickname from the drop-down menu.
    3. Click Import
    Now that you deactivated the account first, see if the import will work successfully or if you still experience the same issue.

    If successful, you will then need to deactivate the account again, and then reactivate the account to set the original connection method you had back up. If needed, please refer to this support article for reactivation instructions.

    Let us know how it goes!
    -Quicken Anja

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @rwczen,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    Did you deactivate the account from the current connection method you have set up for it before attempting to import the .qfx file? If not, this could be why you are not given the option to choose your LOC account.

    If needed, please refer to this support article for instructions on how to deactivate the account. Then, follow the steps below to import and link the .qfx file.
    1. Download and import the bank (.qfx) file as you normally would
    2. You should then receive the dialogue box shown belowClick Link to an existing account, then choose the corrrect account nickname from the drop-down menu.
    3. Click Import
    Now that you deactivated the account first, see if the import will work successfully or if you still experience the same issue.

    If successful, you will then need to deactivate the account again, and then reactivate the account to set the original connection method you had back up. If needed, please refer to this support article for reactivation instructions.

    Let us know how it goes!
    -Quicken Anja
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