When I download via direct connect transaction data chooses wrong vendor name

Jedi637
Jedi637 Quicken Mac Other Member
When I download my transactions say from my credit card account it chooses the wrong vendor name. For instance when I go to the back it states Amazon.com but when it downloads to Quicken Mac in come in at he correct $$ amount but uses the wrong name like Weis Markets. This jus started with the last 2 updates from Quicken.

Answers

  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @Jedi637

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if our sync settings may be off here when downloading causing the issue you're having. One thing we can attempt to do here is to see if we're able to fix the issue by deactivating and relinking the account. I'll leave steps down below on how to do so,

    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 all the accounts are deactivated go ahead you'll want to try adding the accounts as new. You can do this by clicking the + in the top left or You can also choose from the Quicken menu Accounts > New, and then select the type of account you want to create. You'll want to also make sure that you select direct connect when choosing your account I'll leave an article down below on how to do so.

    https://community.quicken.com/discussion/7612661/faq-how-do-i-choose-direct-connect-in-quicken-for-mac#:~:text=If you already have an,to set up Direct Connect.

    Once you've signed in make sure all your accounts link correctly to your existing registers. You should have the option to check each one to make sure they're linked correctly.

    Once you've done this let us know if you're able to get your payees updating properly. If not we'll see what we can try next,


    Thanks,

    Quicken Francisco


  • Jedi637
    Jedi637 Quicken Mac Other Member
    I'm not sure I want to disable all of my accounts and then set them back up again. Seems too radical. Looks like the payees issue is with one credit card. Should I do that account only?
  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    @Jedi637

    You can try to do just the affected account as it should ideally still work here. Once you get the chance to try it let us know how it goes!

    Thanks,
    Quicken Francisco
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