Bank of America-Global Card Acess-Corporate Card

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wcthomas01
wcthomas01 Member ✭✭
Trying to set up an account for a corporate card but the Bank of America choice in quicken cannot find my account. I can log onto the http://bofa.com/globalcardaccess without any problem.
Any suggestions on how to complete the account add?

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @wcthomas01,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Bank of America account. 

    First, I suggest creating a test file and attempting to add the Bank of America account(s) to see if your corporate card can be found by Quicken. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:
    1. Choose File menu > New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Click OK.
    2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

    1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select to not use Mobile.
    2. Click Add Account to start adding accounts to the new file.

    After adding accounts, see if you are experiencing the same problems in this test file. 


    Please let me know how this goes, I look forward to hearing your response. 

    -Quicken Jasmine

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  • wcthomas01
    wcthomas01 Member ✭✭
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    Your suggestion to create a test file did not work. Error code 503
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @wcthomas01,

    Thank you for updating me and for providing more information. 

    Is this the same error that you were receiving in your main file?

    If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  

    Looking forward to hearing your response!

    -Quicken Jasmine

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