evillama said: Sync'ing PayPal Checking and Credit accounts worked for years but this weekend I received an error and was prompted to do a reset. Now I can't seem to add back the Credit part of my account; it only adds the Checking side. My wife's accounts still sync just fine, so not sure how to fix?
evillama said: > @Quicken Jared said: > Hello @evillama, > > I am sorry to hear about these issues with account connections and re-adding accounts to online banking services. Thank you for reaching out to us about these problems. > > What error message had you noticed previously? Are you noticing this problem with any other accounts, especially ones associated with other financial institutions? Also, when you are re-adding your credit account, make sure that you are following the steps listed below:* Navigate to Tools > Account List in the upper menu at the top of the screen > * Click the Edit button in the row across from the affected account > * Navigate to the Online Services tab > * Click Set Up Now... > * Enter your account credentials and walk through the remaining steps of setting up the connection > * Select LINK rather than Add when prompted > > I hope this is helpful, and I look forward to hearing further responses from you. > > Thank you, > > Quicken Jared Thanks for the response. Unfortunately the error only showed the one time and I didn't write down the code #. This is only happening with PayPal - all my other bank accounts, credit cards, and loans are sync'ing properly. Yes - those are the same steps I follow to re-add the account, but in the past I would see two PayPal accounts "Checking" and "Credit card" - now it only gives me "Checking" to LINK...
evillama said: > @Quicken Jared said: > Hello @evillama, > > I do apologize, again, that this issue is continuing. Thank you for keeping in contact with me about this. > > Be sure to check the account number of your currently operational Checking account as well as the number provided for the account when you are seeking to link it during the process of setting up online banking connections. For the Checking account, go back into Tools > Account List... and then click the Edit button next to this account. Make sure that the digits in the General tab next to 'Account Number' are correct. > > Additionally, what connection method are you using to link your accounts? You can find this information in the Online Settings tab you previously accessed. In this case, you would want to be sure you are looking at the connection associated with the Checking account. > > I hope this is helpful, and I look forward to hearing from you once again. > > Thank you, > > Quicken Jared As this is PayPal - the "account number" is showing as my username/e-mail address (same configuration as my wife's which is working properly). The connection method is Express Web Connect (also same as wife's).
After adding accounts, 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!
evillama said: > @Quicken Anja said:Anja - thanks for confirming. Since there are (at least) 3 of us experiencing this sync'ing issue with PayPal Credit - will Quicken Support be in contact with them on our behalf? Seems an internal issue to be worked out between the two companies?