Not transfer downloaded bank date to Quicken

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I changed my email on my Quicken account around Sept 28 and have been unable to download checking or CC bank information ever since. I don't know if it is the email change or another problem. I have the deluxe edition, active subscription, latest version R52.28 and receive no error codes. The info downloads to my download file on the computer but does not transfer to the Quicken file. I have been a Quicken customer for about 30 years and never had this problem before. Please help.

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited October 2023 Answer ✓
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    The email and PW you use for your Quicken.com and for the Quicken software need to be identical. When you changed your email address for Quicken.com account, did you also change your login in the Quicken software?

    If not, go to Edit > Preferences > Quicken ID & Cloud Accounts > Sign in as a different user > Yes > Sign Out. When prompted sign back in with your new logon info for Quicken.com. This will put your software back in sync with your online account so all of your subscription services (including importing QFX files) will be restored.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
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    Sounds like you are doing manual downloads from your FIs and NOT using One Step Update.

    If so, after you download the .QFX file, are you clicking on it in the download area of the browser or double-clicking on it in Windows File Explorer?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited October 2023 Answer ✓
    Options

    The email and PW you use for your Quicken.com and for the Quicken software need to be identical. When you changed your email address for Quicken.com account, did you also change your login in the Quicken software?

    If not, go to Edit > Preferences > Quicken ID & Cloud Accounts > Sign in as a different user > Yes > Sign Out. When prompted sign back in with your new logon info for Quicken.com. This will put your software back in sync with your online account so all of your subscription services (including importing QFX files) will be restored.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

  • annadams
    annadams Member
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    Thanks for the help. Did not realize that changing the account information did not also change my personal copy sign-ins on the software. Your advice to go to Edit > Preferences > Quicken ID & Cloud Accounts > Sign in as a different user > Yes > Sign Out worked like a charm.

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