Quicken 2010 Won't Provide Correct Account for QFX

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Mikel Sunova 16 years ago

I have several credit cards in my Quicken file. Most, thankfully, are direct download, but Cap One, as big a company as they are, still has only Web Connect downloads (QFX). Generally, I don't use those cards too much, as there always seems to be a problem with Quicken and the QFX files. As far as I can recall, this issue has been a problem since Q2006 (for me).

One day (2006 or later), when downloading a QFX file for a CC account (for which I had been DLing transactions for awhile), Q couldn't find the right account to open the QFX file to (even though AFAIK nothing had changed in the account. I am the only user.), so it produced a window to choose an account to download the file to. The only problem is that, out of the 6 active cards, the window offers only an account that was closed several years ago. My other option is to create a new account.

The window: _____________________________________________ You are downloading transactions for the following account:

Financial Institution: gives correct info Account Type: gives correct info Account Number: Gives correct account info (CC #) ____________________________________________

The 'Use an existing Quicken account' option is checked by default, and there is only *one* account listed in the drop down field, and this is the account that has been long ago closed. The other option is to create a new account.

Having recently upgraded from Q2008D to Q2010D, I decided to give it another try. Same results. I really hate to have to hide this perfectly good account to open a new one (and who knows, perhaps the same issue will occur), and I'm baffled as to why I should have to. Can't quicken find the account for which is lists the proper acct. #?

The account is activated in the Online Services tab of the Account Details window. The details are: _____________________________________________________ One Step Update This account is connected via Web Connect

One Step Update is activated Deactivate (button) _____________________________________________________

It would be nice to be able to DL transactions for these accounts. Is this a known issue? Thanks for any suggestions.

Mikel

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Mikel Sunova 16 years ago

I guess I should say that I'm attempting to open the file by logging into the website, choosing to open the file, after which Q opens, offering the option to save or open the file, choosing to open or save and later import into Q produces the same results described in my OP. I suppose I should also say that, rather than register Q or tolerate the Reg nags, I used the ctrl + shift trick to eliminate the nag. Could this be the problem? Must Quicken be registered to handle Web Connect (seems like the same would apply to all of my DD accounts also, but no problems there...)?

Thanks! Mikel

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Mikel Sunova 16 years ago

OK...deactivating One Step Update (although I didn't activate it myself...it was always Web Connect) solved the problem. The wierd thing is that with OSU activated, the Online Services tab show as is pasted:

Kind of confusing...shows that connection is acheived via WC and OSU is activated. Deactivating OSU, although solving the problem, removes the Web Connect reference and changes the window to state:

_________________________________________________ OSU is available Activate OSU (button)

A connection has been made between this account and (name) Card Services Remove Connection (button) _________________________________________________

No reference to Web Connect and states that OSU is available, which it is not, and when OSU is activated, the account doesn't show up in the OSU window.

Oh well, I guess I should be grateful that I can again (after many years) DL QFX files.

Mikel

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Bob Wang 16 years ago

Mikel: Capital One supports Web Connect. When you do a One Step Update, you are actually using Express Web Connect. A completely different animal than the Direct Connect One Step Update of Quicken 2006 and earlier. Bob

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Mikel Sunova 16 years ago

Since I deactivated (and am able to DL and open the QFX file), an option appeared in the OSU window to activate OSU for the Cap One Card Services. I did and am now able to DL transactions from within Quicken. A very nice change. Thanks for the heads up!

Mikel

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Marc Auslander 16 years ago

Try CapOne direct connect again. I just again tried the set up a few days ago and it's working for me.

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Mikel Sunova 16 years ago

Hi Marc,

Thanks for the comment. I also have a direct connection for cap one checking accounts, but for CCs, I think I have to use Cap One Card Services, and, as mentioned earlier, I am now able to DL directly in Q. In fact, I can't really tell the functional difference between the Direct Connect and the Express Web Connection. They both function via OSU.

Thanks, Mikel

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Quicken 2010 Won't Provide Correct Account for QFX

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