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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Bank of America not synching payments made through online banking to Quicken
kuhawksr1
After authorizing BoA accounts for the new connection method, when I schedule a payment using BoA online banking/bill pay and then use One Step Update, the scheduled payments are NOT downloading into Quicken. Downloaded Transactions in my BoA checking account in Quicken is empty ... there should be payments there for me to accept or match to existing transactions in my quicken checking register.
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splasher
I would not expect the FI downloading the billpay transaction created on the FI's website BP system to happen until the transaction is posted as complete.
I know with my CU, the billpay system is not part of their accounts system and the information in my account doesn't see them until they are honored. I wouldn't doubt that BoA is the same.
kuhawksr1
BofA has downloaded these newly scheduled payments for years. Doesn't have to be complete/cleared.
splasher
But you were doing it with a Direct Connect connection. EWC/EWC+ plays by a different set of rules. I don't have a BoA account so I don't know how they have implemented their system.
Chris_QPW
Downloading for scheduled payments is part of the bill payment system syncing to Quicken, which is only supported by Direct Connect. Express Web Connect + can only download
cleared
transactions and the online balance.
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