Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
I have two Discover credit card accounts with the same log in.
HannyDan
Since adding the second account, Quicken is not able to connect to my first account to update transactions. Is there a way to connect two accounts with the same log in? Or am I now destined to manually update these two credit cards in Quicken?
Find more posts tagged with
Add/Edit Transactions
Accounts
Accepted answers
Boatnmaniac
You should be able to connect both accounts with the same login. I suggest you do the following:
Back up your data file.
Make note of the Opening Balance dollar amounts.
Deactivate both accounts (from Account Details, Online Services tab).
Do Setup Now (from the Online Services screen of one account) or via Add Account.
When the connection is made you should be prompted by Quicken to make a decision regarding what to do with the downloaded data...be sure to Link them to the accounts you already have set up in Quicken.
This process might enter duplicate transactions into your account registers. If this happens you will need to manually delete the duplicates.
Check the accounts balances. If they are out of balance, check the Opening Balance transactions and correct them if needed (see #2 above).
Both accounts should now be connected for downloading at the same time as each other.
splasher
You really want to use a Direct Connect download connection for the Discover Cards if that is not what you have currently established. You can see what is setup on the Account List (Tools menu).
See this thread for how to get Direct connect with Discover Card:
https://community.quicken.com/discussion/comment/20280398/#Comment_20280398
All comments
Boatnmaniac
You should be able to connect both accounts with the same login. I suggest you do the following:
Back up your data file.
Make note of the Opening Balance dollar amounts.
Deactivate both accounts (from Account Details, Online Services tab).
Do Setup Now (from the Online Services screen of one account) or via Add Account.
When the connection is made you should be prompted by Quicken to make a decision regarding what to do with the downloaded data...be sure to Link them to the accounts you already have set up in Quicken.
This process might enter duplicate transactions into your account registers. If this happens you will need to manually delete the duplicates.
Check the accounts balances. If they are out of balance, check the Opening Balance transactions and correct them if needed (see #2 above).
Both accounts should now be connected for downloading at the same time as each other.
HannyDan
Sorry, I tried it for the fourth time and it got connected. Thanks Quicken.
splasher
You really want to use a Direct Connect download connection for the Discover Cards if that is not what you have currently established. You can see what is setup on the Account List (Tools menu).
See this thread for how to get Direct connect with Discover Card:
https://community.quicken.com/discussion/comment/20280398/#Comment_20280398
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of