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Problem linking to existing account/file TD.

newpawta

Classic Starter Win 11 R58.9 27.1.58.9 Please forgive any lingo ignorance. Last time months ago there was an issue with TD Bank downloads requiring reconnecting, I ended up with multiple instances of same accounts, which were existing until today (deleted). I did just figure out that each of my files (personal and business) has a separate account list, so that cleared some misunderstanding. After the CC-902/reauthorize debacle, I have been left for weeks with no downloads, and the bank only gave the option of direct connect when adding accounts. After Q support today, I realized I had last clicked on the "wrong" bank name - TD Bank Online Banking, when it should have been TD Bank Web Connect. Solved connection issue for one file. Remaining issue: A Q file has the nickname of "Personal Checking." This file says "Direct Connect" at the top after the name. I deleted the other different-named account from the last accidental addition. Went to Add Account in order to Web Connect-link everything to the existing account names (including other accounts that transfer in/out but I do not download from those). The nickname for the stated file does not show for linking, and instead the bank's name for the account (same as wrongly added before) shows in the column that says "Quicken account nickname." When I typed in the actual nickname, the only option was "Add Account." Tried that but it said that it already exists. Went with the offered name to see what happened. Ended up with a second instance of the account in the list, and a second file that had the new downloads (but of course none of the history), with no connection or download to the existing file. HELP! What am I doing wrong or how can I fix this?

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Accepted answers

Quicken Kristina

Hello @newpawta,

Based on your description of the issue, it sounds like your Quicken file still sees the account "Personal Checking" connected via Direct Connect. Because it still thinks the account is connected, it didn't show as an option to link to when you were connecting the account via Express Web Connect +, and that's why it wouldn't let you use that account name.

To resolve this issue, first, backup your Quicken file. Then, deactivate both the account named "Personal Checking" and the account that you newly added (since it's a duplicate account). Once both are deactivated, go to Tools>Add Account and follow the prompts, making sure to carefully link the account to the correct nickname in Quicken. Once you have the account reconnected and verified everything is working properly, you can delete the duplicate account.

Please let me know how it goes!

All comments

Quicken Kristina

Hello @newpawta,

Please let me know how it goes!

newpawta

Holy Cow - thanks for the insight!! At first I thought it was not working; when I went to add (link) the account, the only account showing in the Quicken Account Nickname column was the same "assigned" one that I did not want, in the row with the account number and options box. When I hovered over the options box, where "Link to existing" was displayed, the only drop-down options were that, "Don't add to Quicken," and "Add account." In the drop-down there was the Green check mark to the left of "Link to existing" but then I noticed a black right arrow on the right side, which yielded another drop-down with - voila - all the account nicknames including my chosen one. I clicked on it and it displayed in the "Quicken account nicknames" column/box so that I was able to link to it. All of my transactions from the last 31 days populated into the correct file. Thank you, thank you, thank you for finishing the puzzle!!!

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear that you were able to get your account reconnected to the correct account in Quicken.

If you need further assistance, please feel free to reach out!