Upgrading to Q2009

There's nothing you can do to activate the one click download function. The problem is that Intuit charges banks a lot of money to provide that functionality. If your bank has decided to pass on paying Intuit, the only alternative is to download the transaction file from the web site.

Not true; as stated.

Starting around Q2007 (maybe Q2006), Quicken has offerred a new download method known as "Express Web Connect". EWC allows a user to include Web Connect downloads in One Step Update ... IF the financial institution permits it (and I do not believe there is any extra charge for this, over that for Web Connect), and IF the financial institution does not have an MFA (Multi Factor Authentication) requirement that prevents Express Web Connect from working.

I believe that it is MFA that is the problem when EWC does not work: different financial institutions implement different approaches to MFA. There are some users who report that EWC works for them consistently, some users who report it works intermittantly, and yet others for whom it either never works, or doesn't work enough to be worth the effort. I believe the real varient is financial institution, rather than user.

So: while some users are disappointed in Express Web Connect, that does not change the fact that it is possible to use One Step Update to download from financial institutions who normally offer only Web Connect downloads... if you have the right financial institution.

} Robert Neville wrote: } > Bernie Cosell wrote: } } >> I'm hoping that there's some way to automate that kind of bank in } >> Q2009... } } > There's nothing you can do to activate the one click download } > function. The problem is that Intuit charges banks a lot of money to } > provide that functionality. If your bank has decided to pass on } > paying Intuit, the only alternative is to download the transaction } > file from the web site.

} So: while some users are disappointed in Express Web Connect, that does not } change the fact that it is possible to use One Step Update to download from } financial institutions who normally offer only Web Connect downloads... if } you have the right financial institution.

Ah, thanks: I vaguely recalled some discussion about this a few months back but I didn't remember what it was called. I'll both check with my bank and go through the Q2009 help stuff on EWC to see if I can get it to work. Thanks!

/B\

} } So: while some users are disappointed in Express Web Connect, that does not } } change the fact that it is possible to use One Step Update to download from } } financial institutions who normally offer only Web Connect downloads... if } } you have the right financial institution. } } Ah, thanks: I vaguely recalled some discussion about this a few months back } but I didn't remember what it was called. I'll both check with my bank and } go through the Q2009 help stuff on EWC to see if I can get it to work.

Well I'm really impressed. I went into the accounts stuff and updated the name of my bank [I hadn't bothered to do that after the last 'takeover' since it didn't really matter previously]. AND: quicken said that downloads are available. HUH?? So I clicked on the boxes, gave it my access# and password... and it just worked, exactly as if there were a "direct connect". I have no idea what magic Quicken did to make that all work, but it is *very* slick [and I didn't even need to know anything about EWC or anything: it set up just like my Wachovia [which does has direct-connect] did... Very cool! Thanks!

/Bernie\

tnx for the reports - I'm too going from Q2006 to 07, 08, or 09

I faced the same decision because I usually pay less by upgrading to a version that is less than current. This time the difference in cost was so minor that I decided to go from Q2006 to Q2009, realizing that I was taking on some "prototype risk" as we call it in my business. Sure enough, my Q2009 crashes more than it should (Q2006 was very stable for me) but it works well enough to where I am not yet regretting my decision.

I also noticed that the upgrade appeared to have dropped two check book transactions so I had to sort out what those were and then go back in and re-enter them. Well, that is just plain weird; I can't go back to Q2006 to verify that they were there in the first place but I can certainly say that my checkbook reconciled fine before the upgrade. I think I will guard against this in the future by writing transaction reports to files for future reference! In this case I had to find my paper checkbook register from mid-2005 in a dusty old drawer.

I have just started exploring the differences between Q2009 and Q2006 and the only thing that I notice immediately is the Tag field which looks pretty good and I will definitely be using that.