-
Re: US Bank not reconciling correctly. Always balance adjustment
NotACPA, In order to get Direct Connect to work I had to start a brand-new Quicken file. It would not update my existing legacy Quicken file. The new file, of course, did not contain any of my legacy…1 -
Re: US Bank not reconciling correctly. Always balance adjustment
Quicken Kristina, I will be enabling the PFM - Direct with US Bank on Monday 12/02/2024, when US Bank Tech Support and Quicken Tech Support are back in the office to ensure the account set-ups go thr…1 -
Re: US Bank not reconciling correctly. Always balance adjustment
Kathleen2015, USB will send you an email indicating that Direct Connect has been set-up for your USB accounts. Nothing can be done until you receive that email.1 -
Re: US Bank not reconciling correctly. Always balance adjustment
Hello Ray Cosner, Kathleen2015 and NotACPA and Mike S., Thank you all for your continued input and guidance on this matter. To Kathleen2015; you have to call US Bank at 1-800-987-7237 to set-up PFM -…1 -
Re: US Bank not reconciling correctly. Always balance adjustment
Ray Cosner and NotACPA, Thank you for your input. What download method are you using? Is it the Express Web Connect+ or the US Bank - PFM Direct Connect? My issues started after 11/14/2024. As a note…1
