I cannot setup One Step Update on my Three Bank of America Accounts

ElizGarza7
ElizGarza7 Quicken Windows 2017 Member ✭✭
edited 1:37PM in Download, Add/Update Accounts (Windows)

I just learned that Bank of America will not allow us to download OFX files anymore. I read all of the troubleshooting articles on the Quicken Support page and I still cannot find a solution for my three Bank of America accounts. It's frustrating because all of my other bank accounts, i.e., Chase, American Express, Citibank have no problems. The problem is when I go to the Edit my account section and select the "Online" tab, there is no option to select One Step Update. I tried going to the One Step Update tab to see if it would allow me to add my Bank of America accounts and there is no option to add accounts.

Attached is a picture of what my page looks like. I need help, what do I do???? I am using Windows 11

Screenshot 2026-01-13 at 2.35.44 PM.png

[Edited - Removed partial account number]

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "Bank of America - All other states" is no longer the name you want to use. BofA made the decision to stop using that name.

    Try switching to

    Bank of America - Quicken https://www.bankofamerica.com/ 1-800-933-6262 https://secure.bankofamerica.com/login/sign-in/signOnV2Screen.go ACTIVE BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • ElizGarza7
    ElizGarza7 Quicken Windows 2017 Member ✭✭

    I get an HTTP error 404 when I try that link.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @ElizGarza7,

    Thank you for letting us know you're encountering this issue. What are you seeing on the Add/Link screen in Quicken when you're trying to link the accounts to your existing Web Connect accounts? Are you able to click the dropdown and select the existing accounts from the list, or do they not show as an option?

    Link to Existing.png

    If there's no option to link them through the Add/Link screen after going through the process to authorize and connect your accounts, then the next best option may be to backup your Quicken file, then cut/paste the transaction history from the original accounts into the newly added ones.

    I hope this helps!

    Quicken Kristina

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