Accounting Talk Accounting Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  Bank Doesn't Show In Download List          Accounting Talk Forum Index -> Quicken View previous topic :: View next topic   Author Message Jan Groshan Guest Posted: Sat May 24, 2008 8:07 pm    Post subject: Bank Doesn't Show In Download List Quicken Premier 2007 - Although my bank appears in the list of participating financial institutions, the account I have set up in Quicken does not appear in the list of institutions available for downloading updates and the summary page says it is not available for download. This makes no sense. As an additional piece of information, this account was previously with another bank and when I moved the money, I simply changed the name of the account to the new bank name. Could this have anything to do with the problem ? If not, what's left to do to get the information to download ? Back to top   Ads Advertising Sponsor Han Guest Posted: Sat May 24, 2008 8:29 pm    Post subject: Re: Bank Doesn't Show In Download List "Jan Groshan" <jangro@pacbell.net> wrote in news:OaWZj.409$Ri.2@flpi146.ffdc.sbc.com: Quote: Quicken Premier 2007 - Although my bank appears in the list of participating financial institutions, the account I have set up in Quicken does not appear in the list of institutions available for downloading updates and the summary page says it is not available for download. This makes no sense. As an additional piece of information, this account was previously with another bank and when I moved the money, I simply changed the name of the account to the new bank name. Could this have anything to do with the problem ? If not, what's left to do to get the information to download ? You may have to delete all on-line info in that Quicken account, then fill in the appropriate new information. As an alternative you could set up a new account for the new bank, then just make a "final transfer" of the balance from the old account. But before you do that: 1: First reconcile your old account to a known date and balance. 2: Then download all transactions into the new accouunt from the new bank's on-line system. 3: Then delete all transactions that were downloaded that date before your reconcile date (maybe leave a few days' worth in to allow for overlap). 4: Now make the transfer of the last balance inyour old account, and delete any opening balance that was generated or entered. I believ (emmphasis) that this should work, if you can et downloading to work. -- Best regards Han email address is invalid Back to top   Ads Advertising Sponsor Laura Guest Posted: Sat May 24, 2008 9:04 pm    Post subject: Re: Bank Doesn't Show In Download List "Jan Groshan" <jangro@pacbell.net> wrote in message news:OaWZj.409$Ri.2@flpi146.ffdc.sbc.com... Quote: Quicken Premier 2007 - Although my bank appears in the list of participating financial institutions, the account I have set up in Quicken does not appear in the list of institutions available for downloading updates and the summary page says it is not available for download. This makes no sense. As an additional piece of information, this account was previously with another bank and when I moved the money, I simply changed the name of the account to the new bank name. Could this have anything to do with the problem ? If not, what's left to do to get the information to download ? Did you establish online banking and bank downloading with the new bank? Some banks require this before quicken will recognize the account. Also, deactivate the online service within Quicken for the old account and reactivate it using the new account login info. Back to top   Ads Advertising Sponsor Marty K Guest Posted: Thu May 29, 2008 12:53 am    Post subject: Re: Bank Doesn't Show In Download List Jan Groshan wrote: Quote: Quicken Premier 2007 - Although my bank appears in the list of participating financial institutions, the account I have set up in Quicken does not appear in the list of institutions available for downloading updates and the summary page says it is not available for download. This makes no sense. As an additional piece of information, this account was previously with another bank and when I moved the money, I simply changed the name of the account to the new bank name. Could this have anything to do with the problem ? If not, what's left to do to get the information to download ? Not sure I understand, the new account will have new and different username/password to access the account as well as account numbers and other info that applies to the new account. Just renaming the account will not change the access info. You will need to set up the access with the new bank before quicken can access the account. Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Accounting Talk Forum Index -> Quicken All times are GMT Page 1 of 1   Jump to: Select a forum Accounting Talk----------------Accounting TalkPeachtreeQuickbooksQuicken  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 68 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group