Updating one of two checking accounts after credit union merger

tupper
tupper Member
edited April 29 in Errors and Troubleshooting (Mac)

One of two checking accounts would not update from my credit union after a merger with another CU. After beating my head against a wall I decided to export the transaction file for the month from the credit union and imported it into my Quicken checking account. Not the preferred method but easy to do as long as your financial institution has the ability to export QFX (Quicken Web Connect) files .

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @tupper,

    We appreciate you reaching out regarding this issue!

    Could you please provide the names of the two credit unions that were merged? Additionally, what exactly happens when you try to connect? Do you receive any specific error codes and/or messages that you can provide us with here, please?

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
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This discussion has been closed.

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