Bank of American Migration issue

denmarfl
denmarfl Quicken Windows Subscription Member ✭✭✭✭
edited 2:16PM in Registers & Transactions (Windows)

I am unable to LINK my exhibiting Accts\Registers upon Re-activation as per Announcement from Quicken to De-Activate…..Revoke 3rd party permission at Bank of American…and Re-Activate my Bank of American accts. I get the Populated download of my accts..all show ADD…clicking to LINK TO EXISTING acct….the list that opens fails to display several of my existing Accts

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @denmarfl,

    Thank you for reaching out! Is this the same issue you contacted Quicken Support about yesterday (ticket #12258939)?

    The most common cause of the problem you describe is that Quicken still thinks the accounts are connected and, as a result, doesn't show them as an option to link. To troubleshoot, please backup your Quicken file, deactivate all your Bank of America accounts, then navigate to Tools>Add Account and follow the prompts. Once you get to the Add/Link screen, carefully link your accounts to the correct nickname in Quicken.

    Link to Existing.png

    Please let me know how it goes!

    Quicken Kristina

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  • denmarfl
    denmarfl Quicken Windows Subscription Member ✭✭✭✭
    edited 3:07PM

    I have followed EXACTLY those steps….and…I have Revoked 3rd party security at BofA before each time when I have gone thru this process…and the QUICKEN populated list after connecting to Bank of America shows ADD on each acct…and going to LINK TO EXISTING ….several accts are not in the LIST that opens. Believe me, I have De-activated…removed Financial Name…acct Number from every one of my accts (I have 14)…before I try to re-Activate. I did post yesterday…but I have no idea if the case # is so…….

    I spoke to a Supr in Q Support yesterday who told me the issue with the LINK TO EXISTING and not all accts displayed was a Known issue with this Migration…and suggested I wait and check everyday to see if this issue was resolved. So right now for the last 3 days…I have been unable to connect using Quicken with BofA….my Main Bank.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Is there any chance that the accounts that don't show as an option to link are still considered connected in Quicken? You can check this by navigating to Tools > Account List and checking the Transaction Download column. If it shows Yes, then Quicken thinks the account is connected.

    transaction download.png

    Another possible culprit is if the account type in Quicken differs from the account type the financial institution shows. What account type are the problem accounts (checking, savings, etc.)? How do they appear when you're trying to link them in Quicken? If they show a different account type, is there an option to change it (sometimes the account type shows a dropdown)?

    Thank you!

    Quicken Kristina

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