What's up with Synchrony Retail Mastercard and Credit Union downloads?

JayStenger

I have used Qicken for decades. I recently purchased Quicken Classic, using a Windows computer. I am able to download transactions from a Chase-Amazon Visa card. I am NOT able to download Checking/Savings transactions from Publix Employees Federal Credit Union or my Sam's Club Synchrony Mastercard.

PEFCU informed me that they NO LONGER support Quicken, discontinuing the arrangement in April, 2024.

Synchrony Mastercard tells me that they DO support Quicken and that I should contact Quicken Support. Quicken's position is that Synchrony DOES NOT support Quicken. This was a decision made by Quicken, not a system glitch. "Yeah, everyone's complaining about it." Furthermore, there is nothing that I can do about it.

This information would have been useful prior to making my purchase. What is your proposed remedy, Quicken?

[Removed - Personal Information]

Quicken Kristina

Hello @JayStenger,

To assist with this issue, please provide more information. You specifically mentioned a Sam's Club Synchrony Mastercard. Is that the Synchrony account you're having trouble connecting? If so, have you tried using the connection option specifically for Sam's Club?

If PEFCU decided to no longer support Quicken, then unfortunately, we aren't able to change that. You would still be able to create a manual accounts and update them manually. For more information on adding and updating accounts manually, please see this article:

https://www.quicken.com/support/how-do-i-enter-accounts-and-transactions-manually-quicken-windows/

I hope this helps!

dxc650

Synchrony Bank (at least for Sam's Club's and Lowe's credit cards) is incorrectly downloading a QBO File format and not the correct Quicken OFX data file format required.

Quicken Kristina

Hello @dxc650,

To clarify, is this happening when you're trying to download the file directly from the financial institution website to import into your Quicken file? If this is happening on the financial institution's website, then I recommend contacting the financial institution about this issue. When you contact them, you may need to ask for a supervisor or a higher level of tech support in order to get someone knowledgable about 3rd party integrations.

I look forward to your reply!

MSPMP

I found that by changing the file extension from "OBO" to "QFX" solves the problem. After changing the extension just double click the file and it should import directly into quicken.

Quicken Kristina

Thank you for your reply,

I'm glad to hear you were able to get it to import by changing the file extension!

Hopefully the solution you found will help others encountering this issue!

mbarksdale

I too am having the same problem with downloading to my Synchrony account which is a Verizon Credit Card. I am using Microsoft Edge browser. I decided to switch browsers to Google Chrome and was able to download it. It downloaded as QFX. This is strange that I can use one browser to download and not the other. Has anyone else tried changing browsers?

Quicken Kristina

Thank you for your reply,

If one browser works to download and another doesn't, it may be due to specific security settings or extensions in the browser.

I hope this helps!