Anyone have a functioning Wells Fargo Credit Card eBill and account register?

Hi @Quicken Kristina Thanks for asking.

When "connecting" Wells to Quicken, on the Wells pages in my browser the dialogs ask what accounts to connect via Quicken Connect and nothing there can be unselected. So Checking and Visa are both connected. Some reference to these have previously been approved to connect to Quicken.

The Wells for Credit Card seems to be Credit, not Card Services. As mentioned this worked several months ago and only started odd behavior when Quicken required me to reauthorize.

Since posting i have tried several times and cannot connect the VISA no matter what I do - unless I want to add it as a new account. "Link to existing is grayed ou"t for BOTH checking and Visa.

Hope that helps a little more.

I'm good on Hide/Show. Only real things. The Visa does not show an FI while Checking does. And my "trials" did add the Visa as a new account which I immediately deleted. It does not show in accounts.

Not sure exactly which screen shots you would like, Kristina. There are many steps in this process. And I am concerned about breaking the Direct Connect for Wells Checking as that is my main account and pays all my bills! I would sooner cancel the Wells Visa than risk that. But ideally would like to get it working again.

I am confident that whatever triggered the reauthorize started the issue. Whether a change at Quicken or Wells. Then I suspect when I did successfully reconnect via Quicken Connect AND Both Checking and Visa were selected is when the checking transactions started appearing in BOTH checking and Visa registers. I know, that seems impossible, no?

But since I disconnected Visa online services and tried to reconnect I cannot even get back to that point again.

So, if you feel confident that a backup will bring me back to where I am now I will try the entire process and screenshot any you would like. For example

I'm stopping there for now. Again, low risk tolerance. But the connected services follows:

I got carried away. Maybe something above will help. Again, do not want to risk Checking going Quicken Connect. I do not recall the firsyt time I did this months ago that BOTH accounts were in these dialogs triggered by Online Service in VISA to Quicken Connect.

Thanks!

@Quicken Kristina Just off the phone with Wells Fargo after being transferred 4 times. I rejected several support techs asking to be escalated as they were not understanding my explanations. But then got to the right guy.

The "new" authorization for Wells to Quicken has changed and is confusing. The above images are all as they are and work. What happens after continuing is that Wells completes the authorizations even though they show previously authorized and returns to Quicken. THERE is where one deselects Checking (which is direct connect) and keeps the Visa. What had me also confused is the new dialog for linking to existing. It defaults to add new account and linking is grayed out. However, the drop down shows ALL Quicken accounts and one can select the Wells Visa there. Once done, both checking and credit card work as expected and the Online Biller can be relinked.

I hope that all makes sense.

Most important takeaway for me, when you get to the Connect Account Information screen where nothing can be deselected, just continue on. that gets adjusted when back in Quicken.

Everything "appears" to be working as desired at the moment. I'll give it a day as little activity yet.

And you do understand correctly. Add to it that linking to existing is not intuitive. Ignoring what appears to be incorrect reauthorization at Wells is not intuitive.

I'm really surprised we got this working. Pleasantly surprised.

Went through the same "tricky" reauth process. again had to be careful to unselect the checking direct connect account once returning to Quicken. But it worked as expected. I just hope I don't have to do this often.