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Can I establish a Direct Connect with an existing Account without deleting it and starting over?

cmbell

Quicken cannot establish a connection with an account I have been using for years. The bank is telling me I have to delete the existing file in Quicken and establish a new connection to the same file using Direct Connect. I don't want to lose all of my historical data in Quicken. Am I misunderstanding something in their instructions?

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Accepted answers

Frankx

Hi @cmbell,

When you "deactivated the connection" did you also remove all the account details for this account?

If not, I suggest that you remove data on the "General" tab such as account number, routing number, and customer ID, and the close out of Quicken. Next, restart Quicken, open the account in Quicken, then click on the "Gear" Icon in the upper right and select "Set up online". Then go through the the process of connecting the account using Direct Connect.

Let me know how that goes.

Frankx

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Ps56k2

first - it's one of your Quicken "Accounts" - not a Quicken "File" -

what bank ...
and what version ... Help --> About Quicken

cmbell

The bank is First Financial-OH, Quicken for Windows(R42.21). I have deactivated the connection with my accounts but I do not find an option to reconnect using Direct Connect.

Frankx

Ps56k2

this is the current entry - and looks like it still should support - Direct Connect
what kind of accounts.... checking, saving, credit card, ?
**Note - that "Credit" is only listed with "Express Web Connect" -

55104    55104    55104    First Financial Bank OH
https://www.bankatfirst.com/content/first-financial-bank/home.html    513-791-6507
https://secure10.onlineaccess1.com/FirstFinancialBankOnline/uux.aspx#/login    ACTIVE
BANKING,ACCOUNTINFO&DIRECT
BANKING&WEB-CONNECT
BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

cmbell

Thank you, that worked. I had to delete information and restart Quicken a couple of times before it actually reset the connection, but when it did finally reconnect it automatically selected Direct Connect.