Bank of America mess

kaleggs

I have had issues with my Bank of America accounts (one checking, two savings) for over a year. Last year in July suddenly all transactions from my checking account for the previous 12 months disappeared! I redownloaded from the bank, reconciled each month (again) and everything looked ok. Then about a month later, the opening balance was off by $1600. Everything is reconciled, don't know why this happened, but I've lived with it for the past year or so. Now, with no notification, Bank of America and Quicken have changed their relationship! I have looked at the support pages and the first direction throws me. "Click Deactivate" does not show up as an option AT ALL. My only option is DELETE ACCOUNT. I am loathe to do so, but is that my only choice? If I loose everything, Quicken looses a customer. I have been a Quicken user for over 35 years!!

Tom Young

That "'Click Deactivate' does not show up as an option AT ALL" statement suggests that when you go to the "Account Details" screen you don't even see an "Online Services" tab. Is that in fact the case? Or is the Online Services tab there, but you're not seeing the Click Deactivate prompt?

If the Online Services tab isn't even there that would suggest that the Account was setup as a manual Account, and that doesn't make sense given what you've posted.

Could you post some screen shots of the tabs you do see when you pull up the Account Details screen.

One thing you might try here is to make a backup up, then go through the Tools > Add Account… process, specifying BofA as the Financial Institution, after entering your user ID and password Quicken should go to the BoA site and find all 3 of your accounts. Then you'd carefully LINK, not ADD each account at BoA to its related Quicken Account.

Ltquin

I also am having this problem. I tried the "add Account" option. When I click on "link to existing account", my bank of america doesn't even show up as an option.