Bank of America Discontinued Importing of QFX Files - CC-885 (QMAC)

Deactivate the account for downloading transactions. When you import a QFX file with a different financial institution Quicken will allow you to link it to the existing Quicken account provided that Quicken account isn't currently connected to another financial institution.

@Chris_QPW, thanks for the advice on switching connection types. I still am not brave enough to risk duplicating all my BofA transactions since 1995 by changing from QIF/QFX file downloads and imports to EWC+.

I'm hoping I'm wrong about the duplication, but I tried it on another account that I don't use much (a Citibank account) as a test. Prior to the download, I had reconciled everything. I did not deactivate the account first (sorry, I tried this before you posted that tip). The transition was smooth — it found the existing account with no problem. However, the most recent transaction was duplicated instead of being matched to one that had been entered via a QFX import. Because the existing transaction was already properly categorized and had a memo, I deleted the one that came via EWC+.

Concerns/Questions:

1. Because I deleted the transaction EWC+ knew about, will Quicken have problems recognizing existing transactions the next time I download transactions via EWC+? In other words, will it duplicate the transaction again?
2. This risk of duplication is my greatest concern with going to EWC+ for my BofA accounts. All my existing transactions are properly categorized and many have memo notes. I'd rather go through the pain of manual entry (memories of early Quicken, here!) than lose all that work. My BofA checking account has over 17k transactions.
3. Has anyone with a similar situation with many years of transactions made the change from QFX downloads and imports to EWC+? If so, what has been your experience re: duplicates? How did you handle them?

@NanB I had another call back from BofA customer service and it doesn't sound like they are changing the policy to support QFX. Although I appreciate the contact, it's not been helpful. She seemed to imply all my transactions would be downloaded again. Hence, my concern about duplicates.

Thanks everyone for the help and any insights.

susan

I don't understand why we're still talking about this as it being a problem. I changed my Quicken connection 2 days after this BofA change occurred and I have had zero problems with my BofA accounts. Zero. No duplicate transactions, nothing lost. I always thought it was an inconvenience to login/download/import transactions to Quicken form BofA. Now I don't have to do that anymore as the transactions download automatically as they do for my credit cards and my other financial institutions. What BofA has done is not a problem.

@NanB , No by the time I joined BofA Quicken Connect was to only option on the retail side of the bank. The private banking arm is still using QFX download btw.