When transactions are downloaded from the online bank, the check # is in wrong column.

Lori Dimmick

Windows 11 - Quicken Classic Deluxe - Version R53.16, Build: 27.1.53.16

When I go to update my transactions from the bank, the check # is blank. I have this on two separate quicken id accounts. Both accounts are pulling the information from this bank, Lake Elmo Bank, Minnesota.

It would be helpful to have the check # appear in the check number column, so I don't have to type this every time.

See image attached.

Screenshot 2023-11-27 102119.png

My company uses this on two Quicken ID accounts:

[For your protection, email addresses included here were removed. They are not necessary for troubleshooting. 11/27/23, UKR]

This would be very helpful to assist me with this issue. Thank you. Lori Dimmick

UKR

The bank will have to work together with the data aggregator, Intuit Inc., to review and change their transaction download processes, to include the check number in the separate Check # data field.
Until that change is implemented, I recommend that you manually record every paper check that you write (or print with Quicken) into your registers as you write each check. This guarantees a properly recorded check, with check number, payee name and categories as needed already exists in your registers when the bank finally clears the checks a few days later. In that case, Quicken will be able to match the downloaded transaction to the already existing register transaction and not cause any extra work or problems.

A call to the bank, speaking to a 2nd level support person familiar with transaction downloading to Quicken, will be necessary to get the ball rolling.

You also need to call Quicken Support on the phone during posted hours of operation and report this as an Online Banking issue. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

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Lori Dimmick

This is what we received back for an answer from the core program we use within the Bank.  They are saying it is a Quick books issue.

In general, the product is supported by Intuit.  In this case however, we would need to make a change on our side to where we separate out the check numbers.  Currently, that isn't something the bank does. Intuit should be pulling the information correctly. Other FIs have brought this up as customers have to manually update the check numbers. 

So do you know of any other resolution or thing that I can check on my side? Lori Dimmick

UKR

To get the ball rolling, please do be sure to contact Quicken Support and report this Online Banking Issue.
This needs to be escalated to Intuit as the data aggregator. A call / complaint from a customer is required to start this process.

volvogirl

Are you using Quicken or QuickBooks? The bank answer was for QuickBooks.