Can you import data from Bank of America Checking and credit cards into Quicken 2008. I tried to help a friend download the checking data but could not get it to work within Quicken. Does he need to contact BOA if he wants to use quicklen 08 with the data? I appreciate any info on this.
Rob
I don't know if your problem is the same as the one I had, but I could not get the Bank of America web page to advance to the account details page (where the Quicken download is). However I was able to get it to work when I used dial-up instead of DSL. I then resolved this by using a different firmware version in my Linksys router, and it now works with my DSL connection.
-DAC
Bank of America is not an easy one to set-up. The options vary. There is Web Connect which is initiated from the Bank's site. That should be fairly straight forward. Then there is Direct Connect which is basically download plus bill payment. They generally charge a fee for this. Finally there is Express Web Connect which is an automated Web Connect that runs within One Step Update. I have always had difficulty in getting this set-up. I believe that the transactions are only downloaded when statements are created - generally once a month. I do not have much activity in this account so I can not really confirm this.
Oilcan
I use Quicken 07 with BOA credit card ok. Don't have a checking account with them so can't say about that.
There is more than one Bank of America; there are several different "regions", and each may have its own rules. Be certain you have chosen the correct "financial institution" in Quicken.
Whether you can use "Direct" downloads or must use "Web Connect" downloads will depend on the region and on what type account you have (or whether you pay the fee to get Direct downloads).
It's been years since I first started downloading from BofA (All Other States), so I can't tell you for certain, but they may very well require you to have them set some flag in their system to allow you to download.
Call them, there's nothing to lose.
[To get better help in the future: it would be a good idea to provide more detailed information than "could not get it to work".]
I have numerous BoA checking, savings and Credit card accounts setup that use the Direct connect method of downloading. I do remember having to activate the feature with BoA several years ago so your first step should be to call them.
As already pointed out, depending on where your account is handled will determine which method you use to get the data into Quicken. The customer service person will also need to walk you through the actual process the first time.
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