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Discover Card Not Showing a Connection After Reauthorization

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This discussion was created from comments split from: OneStep Update wrt to DiscoverCard migration to Capital One.

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michaelrhodes1954

EDIT - EDIT - EDIT

After I posted my issue below, I discovered that following the directions you provided actually created a new Discover entry in my account list. This entry included tons of transactions from years ago, but nothing recent except this month's "Hulu" charge (which is the only thing I currently use this card for, only to keep the card active). This new account was simply labeled "Discover," even though my original card was called "Discover IT." I renamed the account to Discover IT Capital One, and am not going to hide the original "Discover IT" ledger until I'm sure everything is working correctly - probably at the next billing cycle.

Thanks!

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Appears to have worked for me, but when looking at my account list, my Discover card still says "No (Activate Downloads)" under the Transaction Download column. I went through the process three more times; each time, I'm prompted that the download setup has already been completed, but the "No (Activate Downloads)" label is still showing for this card.

I closed and restarted Quicken; no change to the "Transaction Download" status.

How to work around this?

Windows 11 OS, running Quicken Classic Business & Personal for Windows

Both Windows and Quicken are fully up to date.

Quicken Carlos

Hi @michaelrhodes1954,

Thanks for posting to the Quicken Community!

I'm glad to hear you were able to identify the duplicate account and get things working.

If you'd like to keep tracking the accounts separately, you can simply hide the duplicate account once you've confirmed everything is working properly.

If you'd prefer to continue using the original account and have new transactions download into it instead, I recommend creating a backup before proceeding with the troubleshooting steps below.

To delete the duplicate account:

Create a backup of your Quicken data file.
Go to Tools > Account List (or press Ctrl + A).
Select the duplicate account and click Edit.
In the Account Details window, click Delete Account.
Type YES to confirm, then click OK.

To reactivate and link the original account:

Go to Tools > Add Account.
Select your financial institution.
If prompted, choose the appropriate connection method.
Enter your credentials and click Connect.
When Quicken displays the accounts it found, select Link next to your original account (rather than Add).

Click Next, then Done to complete the setup.

I hope this helps! Let us know how it goes.

michaelrhodes1954

Your steps to "Reactivate and link the original account" are the exact steps I took after deactivating my account. These are the steps that created the extra account in Quicken. And YES, I selected "link to existing" and chose my Discover IT ledger from the resulting pick list.

Quicken Carlos

Hi @michaelrhodes1954,

Thank you for confirming those details.

Since you have already completed the deactivation and reactivation process and selected "Link to existing", but Quicken is still creating a new account, this may require a closer review of your account setup.

I recommend contacting Quicken Support for further assistance. They can guide you through additional troubleshooting steps in real time, gather more information to help determine what is causing the duplicate account to be created, and escalate the case if necessary.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.
Chat support is available during the same hours, seven days a week.

I hope this helps!