Transaction Download Method

jerrygossner
jerrygossner Quicken Windows Subscription Member ✭✭
edited July 2022 in Registers & Transactions (Windows)
I want to download using Web Connect. When I activated the accounts, I did not get a choice as to the method, and it defaulted to Express Web Connect. How can I get the option to choose Web Connect. I have tried deactivating and reactivating, but the result is always the same. I want to force it to Web Connect.

Best Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    jerrygossner said:
     I have tried deactivating and reactivating, 
    Don't "reactivate".  With the exception I think with Quicken Windows Canadian, if you are "activating" you are going to get either Express Web Connect or Direct Connect, never Web Connect.

    Create/activate accounts by importing the QFX file.
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    This is my website: http://www.quicknperlwiz.com/
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    If the account is in a "de-activated" (for One Step Update) state, the easiest way is to download the Web Connect .QFX file and import it.  Quicken will ask if it should "add" an account or "link" an existing account.  Choose "link" and the correct account, the next import should work without a hitch.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Web Connect is only a download option if your bank/card/etc offers it.  If you name the various FI's (as they're known to Q) we can look up whether they offer WC, 
    Some, for example Fidelity Investments, offer Direct Connect, but not Web Connect.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jerrygossner
    jerrygossner Quicken Windows Subscription Member ✭✭
    Thank you for your response. It is Chase Bank. I have been using Web Connect for my credit card with them for years. When I added a checking and savings account, they all came back as Express Web Connect (i.e., it changed my credit card from Web Connect to EWC when I added the other accounts).
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    jerrygossner said:
     I have tried deactivating and reactivating, 
    Don't "reactivate".  With the exception I think with Quicken Windows Canadian, if you are "activating" you are going to get either Express Web Connect or Direct Connect, never Web Connect.

    Create/activate accounts by importing the QFX file.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    If the account is in a "de-activated" (for One Step Update) state, the easiest way is to download the Web Connect .QFX file and import it.  Quicken will ask if it should "add" an account or "link" an existing account.  Choose "link" and the correct account, the next import should work without a hitch.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • jerrygossner
    jerrygossner Quicken Windows Subscription Member ✭✭
    Thank you both (Splasher and Chris_QPW) for those answers.
This discussion has been closed.

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