Download doesn't recognize account

I have the same problem, and maybe you have solved it.

My acct number at the bank is xxx999 (m/l). And my associated Quicken register account is called Rent95 covering many years. After I started downloading from BoA, the bank and Quicken have conspired to create a new account in Quicken named "xxx999" identical to the bank's ID. Downloads appear in a download list and those that I accept now go to this synthetic xxx999 instead of Rent95. I was even able to write a check in this dummy account. But it ignores a dozen years of transactions that I have in Rent95. I need to create a link so the accepted transactions will merge with all that is in Rent95. Maybe you found a solution? It sounds like the same problem. TIA John Polasek

John Polasek wrote in news: snipped-for-privacy@4ax.com:

After accepting the transactions, highlight/select the relevant ones, then right-click and choose move?

It worked! I tested this with one transaction I had accepted to my xxx999 bogus account, highlighted it there and right clicked "Move to Rent95" and it succeeded. This is wonderful. Thank you. But why can't that we set an option that would take care of this itself? I understand it is valuable to have the download as its own roster, but it's such a skinny window! Can it be printed?

Gracias John Polasek

John Polasek wrote in news: snipped-for-privacy@4ax.com:

I have no idea what you are talking about now. Your downloads are for some reason not linked to the correct account, it seems. That has been discussed before, and an internet search for "quicken 2012 downloads into wrong account" should give you hints how to fix that.

I gave you a solution to what has happened to your downloads, move the transactions. But you need to fix the above problem somehow.

When I download transactions, a subwindow (whatever the official terminology) opens below the transactions listing. I can move the demarcation up or down with my mouse. I don't know whether you can print that listing, but I would make the listing as tall as possible, then use the Win7 "snipping tool" to get a picture and have that next to my Quicken window if I needed it separately. Then I would make the downloaded transaction listing smaller again.

I searched all the "download" notes and older threads do not display, so no help. When I initiated downloading I must have introduced my file Rent95 to the bank. I need to restore that linkage.

Using your tip, accepting a downloaded item moves it to "their" xxx1221 account they created and I am compelled to pick them up one by one and move to Rent95. By the way I use XP.

By the way, I misinterpreted the big red checkmarks on nearly all entries as a download indicator, but now it dawns on me it's Q's way of alerting to a taxable item, because it will hover over a tax schedule.It has nothing to do with downloads. Somewhere there must exist a tutorial that transparenly describes the download sequences and tells how to navigate, etc.

I can't do that with XP, I am pretty sure. I was on an Intuit blog andposted there, but I have lost track of it and I and others did not get any answers. John P

John Polasek wrote in news: snipped-for-privacy@4ax.com:

What is the real problem now? Your downloads go to the correct or the wrong account?

If they go to the wrong account, google for "unlinking or delinking an account", such as (on 1 line)

I am not able to find a settings tag in the rent95 register as was suggested. Instead I follow this sequence (which finally shows that rent 95 is linked (in name only!)):

To link rent95 to the bank: open Rent95\ account overview\rightclick Rent95\(you have to set a percentage which I made zero)\Edit this account\Online Services, which shows

1. that onestep update is activated and
2. Online payment is activated. But the actual fact is that the Bank of America only recognizes just one account, the 1221 account it set up and not rent 95. So it looks like the problem is not so much setting up a link, by somehow causing it to do its job. This does seem odd does it not? John Polasek

John Polasek wrote in news: snipped-for-privacy@4ax.com:

You may need to de-activate all download linkage for these 2 accounts. See Acount details, and then the online services tab for each account. Make sure you use the deactivate button on both accounts. Then go to the BofA website and make sure they also have no knowledge of you using Quicken. I don't have BofA accounts, so I don't know how that might work on their website. Neither BofA nor any one of these accounts should know at this point that there is going to be a link between Quicken and BofA.

Close and reopen Quicken to make sure that the settings stick. Now close Quicken again, and follow the instructions of Quicken and/or BofA to set up a download link between the Quicken account (the one that you want) and the BofA account for which you want a linkage.

If necessary get BofA customer service to help you. After all, if it doesn't work the way you want it, there are plenty of banks that would be happy to help you.

There may have been some difficulties earlier after Intuit apparently revised some of the download settings for the banks. The ones Chase and Discover had have all been cleared up, but those were different from your problems, AFAIK.

Thank you very much for your interest and complete explanations. I will be trying this out shortly. John P