Switch Connection from Discover Bank to Discover Card (QWin)

System
System Member admin
edited January 2024 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Discover Link only partially working, anyone else having issue?

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  • jthiker
    jthiker Quicken Windows Subscription Member ✭✭

    How to change from Discover Bank to Discover Card?

  • jthiker
    jthiker Quicken Windows Subscription Member ✭✭

    Won't allow adding the Discover card as Card account.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jthiker,

    To switch the connection from Discover Bank to Discover Card, first, backup your Quicken file. Then deactivate the account(s) you want to change the connection for. Once the account(s) is deactivated, reconnect it by going to Tools>Add Account, search for Discover, select Discover Card, and follow the prompts.

    Screenshot 2023-12-17 at 4.48.25 PM.png

    Carefully link your account(s) to the correct nickname(s) in Quicken.

    image.png

    I hope this helps!

    Quicken Kristina

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