How do I reconnect a bank to download transactions.

grauntie
grauntie Quicken Windows Subscription Member
edited March 2023 in Business and Rental Property Tools (Windows)
I opened Quicken, the download bank transactions opened but only one of the two banks was listed. How do I reestablish the connection?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What's the name of he 2nd bank and are they located?
    And can you still download from the 1st?

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

  • grauntie
    grauntie Quicken Windows Subscription Member
    El Dorado Savings Bank CA. Yes.
  • grauntie
    grauntie Quicken Windows Subscription Member
    I made a huge mistake! I went to the bank website and did a download from there. A dialog box came up - I did not understand what it was asking me. Now I have duplicate accounts. Do you know what I should do?
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited February 2023 Answer ✓
    grauntie said: El Dorado Savings Bank CA. Yes.
    Guessing this is it - it supports both One Step Update and the manual website downloading you used....
    You should be able to just pick up and copy/move the "new acct" transactions over to your orig/old account.

    06779    06779    06779    El Dorado Savings Bank - CIB
    https://www.eldoradosavingsbank.com/    1-800-874-9779
    https://cibng.ibanking-services.com/cib/CEBMainServlet/Login?FIORG=264&FIFID=321170978    ACTIVE
    BANKING&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT
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