One Step Update not finding linked account

Using WXP, and QW Premier 2011. Currently using Web Connect to manually download credit card transactions from a bank. It is the only account at that bank. After a prompt to activate One Step Update to automate this process for the account, I enter the ID and password and the activation goes well. On the subsequent OSU session, the resulting download does not find the linked account that was activated, and offers to set up a new account; the existing credit card account in Quicken is not in the dropdown dialogue box. I then cancel, deactivate the OSU for that account, going back to manual download. Here's my dilemma: Accept QW prompt to try and add the new account, but I've got 6 years of transactions in the existing account that I'd like to keep within any new account. I shutter to think about adding, renaming, moving transactions and whatever gymnastics would be necessary to make it work, and if it still has problems, undoing all the possible mess that might have been started. Maybe just best to continue to use Web Connect.

Thoughts are appreciated. Pierre

Reply to
Pierre
Loading thread data ...

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.