The WebConnect transaction download for my Bank of America Visa card has recently changed the Quicken account it was associated with. Now, instead of loading transactions into my "Bank of America" Quick account, WebConnect is using "Credit Card at Bank of America - All Ot". This is apparently something that BOA has done. How do I change the location back to "Bank of America"?
Thank you
Thornton
I've never known the download process to suddenly, and without warning, start assigning transactions to a different (and new?) account.
Sometimes an existing account can become unrecognizable to the download, and the download will ask you to tell it where to put the data. Generally, in this situation, you are offered a choice of a new Quicken account, or any existing Quicken account of the appropriate type that is eligible for, but not activated for, downloading.
The reason you don't get to choose the "correct" existing account, is because it is already activated for downloading.
When that situation occurs, I think you need to cancel the download, deactivate the correct account for download (and re-activate the account, if the account downloads using "Direct Connect"). For Web Connect accounts, you would then initiate another download, and when asked which account to assign the transactions to, you should be able to select the correct existing account.
If you've already allowed Quicken to create a new account, then you need to do a bit more work.
Deactivate the new account and the old account for download. Use Copy/Paste (or Cut/Paste, or Move -- Copy/Paste should avoid nags about moving reconciled transactions, if you have any) to move the transactions from the new account to the old account, delete the new account, then initiate another Web Connect download, and select the correct existing account when asked.
I'm re-replying to this since the reply that I send on Dec 14 at
9:06 am (and which is sitting in my OE Sent Items folder) seems never to have made it. Sigh.---------------------------------------------------------
I've never known the download process to suddenly, and without warning, start assigning transactions to a different (and new?) account.
Sometimes an existing account can become unrecognizable to the download, and the download will ask you to tell it where to put the data. Generally, in this situation, you are offered a choice of a new Quicken account, or any existing Quicken account of the appropriate type that is eligible for, but not activated for, downloading.
The reason you don't get to choose the "correct" existing account, is because it is already activated for downloading.
When that situation occurs, I think you need to cancel the download, deactivate the correct account for download (and re-activate the account, if the account downloads using "Direct Connect"). For Web Connect accounts, you would then initiate another download, and when asked which account to assign the transactions to, you should be able to select the correct existing account.
If you've already allowed Quicken to create a new account, then you need to do a bit more work.
Deactivate the new account and the old account for download. Use Copy/Paste (or Cut/Paste, or Move -- Copy/Paste should avoid nags about moving reconciled transactions, if you have any) to move the transactions from the new account to the old account, delete the new account, then initiate another Web Connect download, and select the correct existing account when asked.
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