Importing a qfx file

I am unable to connect and download transactions at Raymond James. However, I am able to download a qfx file. When I "import" that file ALL the transaction data previously recorded is eliminated.. how do I import and keep the current data? Gotta be simple...

Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @jakeharr

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is odd here. I'm wondering what would be causing it. Have you previously tried to do this or is it the first time? I'm wondering here if we can maybe try deactivating your Raymond James account than importing if that might fix the issue. I'll leave steps down below.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

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

    Once you've done this try importing your QFX file again and see if we have a similar issue happen again. 

    Once you've tried this let us know how it goes. If you're having issues still we'll see what we cant try next to solve the issue.

    Thanks,

    Quicken Francisco


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