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One Step Update Problem

I'm using Quicken 2016 Deluxe.
I have three accounts w ith Bank America: Checking, Savings, Visa. The Checking and Savings accounts are set up for OSU, but the Visa Car d is not.
In the Account List, when I click "Activate Downloads" for the Visa Card, it asks for my User ID an d Password. When I supply them, it shows me all three ac counts. But I can't do anything there. The only thing I can click is "Next," and if I click next it does nothing but take me back to the Account List.
Can someone tel l me what's wrong and what I can do to fix it?
Reply to
Ken Blake
On 2017-11-20 17:22:33 +0000, Ken Blake said:
From your description, it sounds like you may have a hidden Temp_ account. I suggest you attempt the solutions described in:
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Reply to
Sherlock
"Ken Blake" wrote
I'm using Quicken 2016 Deluxe.
I have three accounts with Bank America: Checking, Savings, Visa. The Checking and Savings accounts are set up for OSU, but the Visa Card is not.
In the Account List, when I click "Activate Downloads" for the Visa Card, it asks for my User ID and Password. When I supply them, it shows me all three accounts. But I can't do anything there. The only thing I can click is "Next," and if I click next it does nothing but take me back to the Account List.
Can someone tell me what's wrong and what I can do to fix it? ----------------------------------------------------------------
Only guessing. And assuming your checking, savings, and credit card accounts all have the same user-id/password to logon to BofA.
Are your Checking and Savings accounts using "Direct Connect" for their "Connection Method"? [See the Online Services tab of the Edit Account Details dialog for the accounts.]
I think that if you do not tell Quicken which Connection Method to use, Quicken will pick Express Web Connect (when available - which it is with BofA). But Quicken doesn't like to have accounts with the same user-id/password downloading with different Connection Methods.
If that is the underlying problem, you should be able to correct it by specifying the Connection Method during the activation process. And in order to be able to specify the Connection Method, you have to use a different approach to Activate the account.
Initiate the "Add Account" process (from the Account List, or from the button at the foot of the Account Bar). After you click on the account type, click on the blue "Advanced Setup" link in the lower left of the resulting dialog.
In the resulting "Add Credit Card Account" dialog, start keying the name of the financial institution in the "Enter the name of your financial institution" box. When Quicken displays the correct complete name below that box, select the correct name. Click "Next".
The resulting dialog should offer you the option of selecting the "Connection Method". Once you have chosen the correct Connection Method, click "Next".
In the resulting dialog, enter your user-id and password (and Save this password, if necessary), then click "Connect".
Quicken should present all the accounts you have at that financial institution that use the user-id/password you provided. Accounts that are NOT already activated should have a dropdown that allows you to select "Add", "Link", or "Ignore". For existing Quicken accounts, choose "Link" (open the dropdown and put your cursor on "Link") and pick the Quicken account to link to.
Reply to
John Pollard
sing Quicken 2016 Deluxe.
Bank America: Checking, Savings, Visa. The
d Savings accounts are set up for OSU, but the Visa Card is
e Downloads" for the Visa
and Password. When I supply them, it
accounts. But I can't do anything there. The only
g I can click is "Next," and if I click next it does noth ing but
one tell me what's wrong and what I can do to fix it?
--------------------------------------------------------- ------
vings, and credit card accounts
-id/password to logon to BofA.
Yes.
hecking and Savings accounts using "Direct Connect" for t heir
of the Edit Account
Yes.
which Connection Method to use,
ress Web Connect (when available - which it is with
fA). But Quicken doesn't like to have accounts with the s ame
tion Methods.
I don't think that's the problem. It's not picking any connection method.
e underlying problem, you should be able to correct it by
n process. And in order
ection Method, you have to use a different
Activate the account.
ocess (from the Account List,
Even though the accou nt already exists in Quicken?
ton at the foot of the Account Bar). After you click on t he account type,
nk in the lower left of the resulting
the resulting "Add Credit Card Account" dialog, start key ing the name of
r the name of your financial
icken displays the correct complete name below that
x, select the correct name. Click "Next".
OK, I've d one all that.
he option of selecting the
But no, it doesn't do that. It asks for the User ID and Password. After I supply them, if I then choose Advanced Setup, it *then* asks me to choose a Connection Method. I choose Direct Connect, and it takes me back to the "A dd Credit Card Account" screen asking for my User ID and Password. If I supply them again and click Next, I once
again get taken back to the screen listing all three acc ounts, but giving me no option but Next. Clicking Next s till takes me back to the unchanged Account List screen
,
ur user-id and password (and Save this
cessary), then click "Connect".
nt all the accounts you have at that financial
tion that use the user-id/password you provided. Accounts that are
that allows you to select
For existing Quicken accounts, choose "Link"
e dropdown and put your cursor on "Link") and pick the Qu icken
When I get that screen, all three accounts are listed with Ignore, but there is no dropdown box to change it for any of them.
Reply to
Ken Blake
On Mon, 20 Nov 2017 12:19:51 -0700, Ken Blake wrote:
0, "John Pollard"
en Blake" wrote
avings, Visa. The
t up for OSU, but the Visa Card is
Account List, when I click "Activate Downloads" for the V isa
supply them, it
't do anything there. The only
ext," and if I click next it does nothing but
back to the Account List.
's wrong and what I can do to fix it?
------------------------------------------------
nly guessing. And assuming your checking, savings, and cr edit card accounts
to logon to BofA.
g and Savings accounts using "Direct Connect" for their
he Edit Account
en which Connection Method to use,
Express Web Connect (when available - which it is with
he same
onnection Methods.
em. It's not picking any connection
f that is the underlying problem, you should be able to c orrect it by
the activation process. And in order
ecify the Connection Method, you have to use a different
"Add Account" process (from the Account List,
ven though the account already exists in Quicken?
ar). After you click on the account type,
e blue "Advanced Setup" link in the lower left of the res ulting
rd Account" dialog, start keying the name of
ncial institution in the "Enter the name of your financia l
complete name below that
e. Click "Next".
e resulting dialog should offer you the option of selecti ng the
sn't do that. It asks for the User ID and Password.
er I supply them, if I then choose Advanced Setup, it *th en* asks
ect Connect, and it
rd Account" screen asking for my
If I supply them again and click Next, I once
taken back to the screen listing all three accounts, but
s me back to the
user-id and password (and Save this
essary), then click "Connect".
ent all the accounts you have at that financial
tution that use the user-id/password you provided. Accoun ts that are
own that allows you to select
re". For existing Quicken accounts, choose "Link"
en the dropdown and put your cursor on "Link") and pick t he Quicken
t screen, all three accounts are listed with Ignore, but
OK, I fixed the problem. The was a fourth BofA accou nt I had forgotten about--an old Visa account that I was n't using anymore. When I turned off OSU update for that , I then had the option to turn on OSU for the current Visa account.
Reply to
Ken Blake

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