Trouble with downloading transactions Q. Classic Buss/Personal & BOFA

Pack6614
Pack6614 Quicken Windows Subscription Member ✭✭
edited September 6 in Errors and Troubleshooting (Windows)

Since July I started having an issue with Downloading transactions into Quicken from BofA for one of two checking accounts. The personal account has had no issues. The Business account is having multiple issues. I tried resetting the account without success. On one of the attempts to reset the account I did not link the existing account. I now had two accounts with the new account showing the missing transactions. I deleted that account in Quicken and reset the account with BofA. Quicken shows it successfully linked/reset the account but does not show the latest transactions.

What am I missing? Since I've relinked/reset this account in Quicken more than three successful attempts. I know Quicken will load the missing transactions if I add the account rather than linking the reset to an existing account. But it will not show the previous history prior to the last ending statement form BofA.

Should I create the new account and copy/paste all the information from the now closed account by Quicken?

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Pack6614,

    We appreciate you bringing this to our attention!

    We checked your accounts internally and don’t see any errors on our end. Since you’re experiencing missing transactions, please review and follow the guidance in this support article.

    The article covers common reasons why transactions may appear missing in Quicken even though they exist on the bank’s website.

    Let us know how it goes!

    -Quicken Anja
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