I have accounts at Bank of America the download transactions have gotten crossed

VicN

in the last couple of months when I use the one step download my checking and savings accounts have crossed. transactions for the checking account go to savings and savings go to the checking account. If I try to deactivate the online services and reactivate the checking account is not allowed to be connected only savings account and it doesn't allow me to connect it to the savings account register. How can I correct this?

Quicken Jasmine

Hello @VicN,

This sounds as though there could be an issue with the connection and linkage of your Bank of America accounts.

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below to do so. It is recommended to save a backup before proceeding (just in case).

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue continues to persist.

VicN

I only have two accounts with them and tried this once but I will try it again.

VicN

Jasmine,
This appears to have solved the issue. I was only deactivating one account at a time and never saw a change, doing both then trying to reconnect looks like it is working.

Time will tell.
thanks for the help

Quicken Jasmine

Hello @VicN,

I am happy to hear that we were able to resolve the issue.

Please do not hesitate to reach out with any further questions or concerns!