Setup Download for checking accounts

nstevens

Want to change checking accounts to download transactions. Shows not available. Click edit by the checking account then on the online tab click setup now. Enter bank name with info acct no. & routing no. Then ask for user name and password for the bank, which do work in Quicken, but will not accept the info, and go to the bank account in order to add the deactivate tab on the online services tab.

Quicken support said I need to deactivate the old checking account then activate and put in info for new bank that is taking over old bank. Don't understand why it will not accept my user name and password, which support said would allow the deactivate button to be added to the online tab so I can deactivate old account then activate new bank account. Account numbers user id an passwords will be same with new bank.

[Edited - Readability]

Quicken Kristina

Hello @nstevens,

Thank you for letting us know you're encountering this issue. To better assist with this issue, please provide more information. What is the old financial institution the accounts were/are connected to? What is the new financial institution they moved to? Are you trying to link the existing accounts in your Quicken to the new financial institution? Are you seeing any error messages/codes when you try to connect the accounts?

If you haven't already done so, please try following this process:

1. Backup your Quicken file.
2. Deactivate all the accounts that you need to connect to the new financial institution.
   1. Note - Do not fill in routing and account number; they should automatically fill in once connected.
3. Navigate to Tools>Add Account and follow the prompts.
4. When you get to the Add/Link screen, carefully link your accounts to the correct nicknames in Quicken.

I look forward to your response!