10-05-2021

Downloaded Transactions Dont Show In Quicken

Discover Card Help Center

I also download banking and investment transactions through Quicken. So I’ll need something that does that too. Can you help? I don’t mind a fee although free is enticing, but NOT if it doesn’t give me these two things. I also have a financial manager and don’t need unsolicited phone calls. After you match or add, downloaded transactions are recorded to your accounts in QuickBooks. The record reviewed from your bank goes to the Reviewed tab. Do a quick review after you’ve matched or added a few transactions, just in case you need to make changes: Go to the Banking menu. Mar 20, 2019  I tried reconciling my bank statements in Quicken 2017. I realized that in the reconciling window, some transactions were not showing in the window. As a result there were “differences” and could not reconcile.

This reply was created from a merged topic originally titled transactions dont show in register. I recently upgraded to Quicken 2018. When I download transactions from by bank they do not show up in my register. The One Step window shows that transactions have ben downloaded. When I downloaded my transactions into Quicken, there was a credit for all of my recent transactions, and my account balance was zero. However, you can still download your transactions from your online statements to your computer and then import them into Microsoft Money. To download your transactions, log into your card account, select the. But they don't appear at the bottom of the Register. The 'Downloaded Transactions (0)' tab is there, along with 'Bill and Income Reminders (0 Due)', but no transactions are shown, even when I click the tab. The 'Update Transactions' button is there, and it works just fine. Nov 18, 2011  I have quicken 2011. Downloaded transactions successfully but they do not appear for me to enter into register. How do - Answered by a verified Tech Support Rep.

Learn how to transfer and download your online statements to your home computer finance software.
Please note, all question links will open in the same page

How will linking my Discover online card and Bank accounts affect my Mint, Quicken, and QuickBooks settings?

Once your Discover online card and Bank accounts are combined into one convenient User ID and Password, you'll need to follow a few steps to update how they work. Check out these detailed instructionsOpens a PDF file to begin the process.

How do I retrieve my transactions using Quicken?

The first step is to register your Discover card account online if you have not already. Please click the link to register now. Next, open Quicken for Windows or Macintosh and setup your Discover card account (see details below on setting up online services). Finally, click 'Update Now' or 'One Step Update' while in the Quicken software to retrieve your Discover card transactions. The information below will help you set up your accounts in Quicken. Please enter all numbers without spaces or dashes.

Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center Password

Remember, in order to retrieve your Discover card transactions, you must initiate the process from within Quicken and the version must not be older than three years. The first time you retrieve transactions, you'll receive the last 24 months of statement data. After that, each time you retrieve your Discover card transactions, Quicken will be updated from the last time you retrieved information until the present.

You also can download your transactions into Quicken directly from your online card account. Click the link to log in and download your transactions into Quicken. Once you are logged in, please select the 'download' link on the right side of the page.

If you need additional assistance setting up Quicken, please visit their websiteat getsatisfaction.com Opens in a new window or call 1-800-811-8766.

Why am I having trouble retrieving my Discover card and bank transactions using Quicken and QuickBooks?

Intuit, the maker of Quicken, discontinues a version when it is older than 3 years. To resolve this, a software upgrade is necessary for you to continue retrieving your Discover card transactions when using Quicken. If you have a newer version of Quicken and are still experiencing difficulties, please perform one of the following three actions:

For Windows users:

Choose 'One Step Update' from the Quicken 'Finance' menu.
Remove all the check marks, then click 'Update Now.'
At the completion of the One Step Update process, close and restart Quicken.

For Macintosh users:

Go to the Quicken Macintosh updates page and read the detailed instructions.
Download the latest update file and install it into your Quicken directory.

If you need additional assistance setting up Quicken, please visit their websiteat getsatisfaction.com Opens in a new window or call 1-800-811-8766.

Please note: Discover has recently launched security improvements for customer use of Quicken and QuickBooks to access their Discover account information. To continue using Quicken/QuickBooks deactivation and reactivation of your account may be required. For more information on how to complete this process, please follow the instructions below.

Downloaded Transactions Dont Show In Quicken

How do I deactivate/reactivate my Discover Card or Bank Account in Quicken and QuickBooks?

To deactivate and reactivate your accounts, please follow the directions below:

When I tried to download my transactions into Quicken, the download failed and I received an error message stating my account number had changed. What should I do?

As part of a recent systems upgrade, Discover card has issued new credit cards with new account numbers to some cardmembers. Follow the instructions below to fix the error and begin downloading transactions from your new Discover card account into your existing account in Quicken.

  1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.
    Note: If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover card account in Quicken.
  2. Launch Quicken.
  3. Update your Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

I was recently issued a new Discover card account number, and I set up this new account in Quicken. Now I have two Discover card accounts in Quicken. How can I combine them?

You should not try to combine these accounts as you may end up with duplicate transactions. Instead, follow the instructions below to begin downloading transactions from your new Discover card account into your existing account in Quicken.

  1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.

    Note:     If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover card account in Quicken.
  2. Launch Quicken.
  3. Delete your newly created Discover card account in Quicken. Please refer to Quicken help for detailed instructions for deleting an account.
  4. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

When I downloaded my transactions into Quicken, there was a credit for all of my recent transactions, and my account balance was zero. What happened and what can I do to fix it?

As part of a recent systems upgrade, Discover card has issued new credit cards with new account numbers to some cardmembers. All transactions since your last statement have been transferred to your new account, which is why your existing account shows a zero balance. Follow the instructions below to fix the problem and begin downloading transactions from your new Discover card account into your existing account in Quicken.

  1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.
    Note: If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover card account in Quicken.
  2. Launch Quicken.
  3. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:
  4. Once your new transactions have downloaded, you will need to review and manually delete any duplicate or credit transactions.

How do I download my account information into QuickBooks?

The first step is to register your Discover card account online if you have not already. Please click the link to register now. Next, open QuickBooks for Windows or Macintosh and setup your Discover card account. The information below will help you set up your accounts in QuickBooks. Please enter all numbers without dashes or spaces.
Routing Number = 000000000
Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center Password
The first time you download, you'll receive the last 24 months of statement data (if available) for you and your employees. After that, each time you download your Discover card statement summary, your online financial services center will be updated, from the last time you downloaded information until the present.
You also can download your transactions into QuickBooks directly from your online card account. Click the link to log in and download your transactions into QuickBooks. After you are logged in, please select the “download” option on the right side of the screen.
If you need additional assistance setting up QuickBooks, please visit their websiteat community.intuit.com Opens in a new window or call 1-888-320-7276.

Why don't my monthly interest charges appear in my Quicken transactions?

Currently, monthly interest charges are calculated as part of your current balance but do not download from the server in the list of retrieve transactions. You may, however, manually enter interest charges into your Quicken register if you wish to keep track of them as a separate line item.

How can I access QuickBooks Desktop for PC or Mac without the Direct Connect method?

You can still download your account transactions through QuickBooks Desktop via the Express Web Connect or Web Connect methods.

Follow these instructions for PC or instructions for Mac on how to connect.

How do I retrieve my transactions using Microsoft Money 99 and higher?

As of July 2010, Microsoft has ended its support for Microsoft Money and the option to import your transactions directly to Microsoft Money is no longer available or supported by Discover. However, you can still download your transactions from your online statements to your computer and then import them into Microsoft Money. To download your transactions, log into your card account, select the 'Manage Account' option from the navigation bar, and click on 'Activity & Statements' in the drop down menu. Once on the Account Activity page, follow the directions listed below:

Importing .QFX into MS Money:

  1. Select the 'Account Activity' tab
  2. Select the statement you want to download from the 'Activity Period' drop-down list.
  3. On the upper-right side of your statement, click on 'Download.'
  4. Download the .QFX file
  5. Save it to Desktop.
  6. Execute Microsoft Money.
  7. Using the Microsoft Money File Menu:
    1. Go to File > Import > Downloaded Statement
    2. Click 'Desktop' in the Left-side Menu
    3. Select All Files from the 'File of type:' pull-down menu
    4. Find the downloaded .QFX file and click on it
    5. Click 'Import' button
Downloaded

If you need additional assistance with Microsoft Money versions 99 and higher, please call Microsoft at 1-866-452-4755 or visit their websiteat social.microsoft.com Opens in a new window .

Statements & Payments

What has your card done for you lately?

Several issues could be causing your Quicken finance software to fail at downloading and updating transactions, from issues with account settings to server maintenance at your financial institution. These common issues and suggestions can help resolve these issues when Quicken isn't updating your transactions correctly.

No Internet Connection

Check to make sure you have a working internet connection by visiting a website, such as Google or Bing. If you're able to connect to a site and perform a search, then your internet connection is likely not the problem.

Financial Institution Servers Offline

If you're having trouble downloading transactions, next look to the financial institution from which you're attempting to download the transactions. Often, banks and online brokerages will post a notice on their website or send out an email alert to customers if they will be performing any maintenance that will impact access to your data.

Check the bank website for notices, and check your email for a message from your financial institution regarding planned outages, maintenance, or scheduled downtime. You may simply need to wait a few hours before you can complete a download.

Incorrect Account Settings in Quicken

If server maintenance isn't an issue, check the account information in your Quicken settings against the information from your financial institution on how to set up Quicken downloads. Also, there may be an issue if you recently changed your financial institution account password through their website.

Also, find out if there was any suspicious activity or other security concern with your account that may have prompted the financial institution to reset your password or lock your account. If you're unsure but cannot access your account, contact their customer support for assistance.

Issues at the Bank

In some cases, you'll be missing transactions because they haven't yet cleared the bank, such as a check. The bank likely marked the transaction as pending, and won't include the transaction in your download until it's fully completed.

If you attempt to manually download your bank transactions using WebConnect, you might miss transactions because the bank won't allow you to download the most recent transactions until your monthly statement has closed.

Missing Quicken Entries

If you're having trouble with just one or a few transactions, you might need to go through your Quicken data to locate them. In some cases, you might find a missing transaction because it was previously deleted.

Quicken won't automatically re-download deleted transactions, so you'll need to re-enter the transaction manually. Check to see if a missing transaction was moved to another account register, or if the missing transaction could have been incorrectly matched to another transaction in your company's account register.

Specific Error Message and Code

If you get a specific error message and code when attempting to access your financial institution to download and update transactions, check the error code on Quicken's website for a specific explanation of what may be happening.

Downloaded Transactions Dont Show In Quicken 2018

Common Quicken error messages you may receive include:

  • Error CC-501: This is not a problem with your financial institution, but rather an issue with Quicken. Check the error page for solutions.
  • Error CC-506: This error can result when Quicken attempts to access a financial institution account that has been closed, or the account number or information has changed on the financial institution's website.
  • Error CC-508: This is likely caused when your financial institution has changed its website, added a new web page, or introduced a pop-up window, such as a request to verify or update your personal contact information, that requires an action by you to continue.

Downloaded Transactions Don't Show In Quicken Free

Other Solutions

If your Quicken settings look correct compared to recommendations from your financial institution (FI), try these steps:

Downloaded Transactions Don't Show In Quicken Loans

  1. Call or email your financial institution and ask if anything has changed with the Quicken setup, or if they are having problems with their file servers.
  2. Wait a couple of hours and then attempt to download transactions again. Beyond scheduled maintenance or downtimes for a financial institution, there may also be an unscheduled outage or even a temporary internet outage between you and your financial institution that is beyond their control but is preventing access to their servers.
  3. Visit the Quicken Community Support website, which has solutions for frequent issues listed under various categories.

Downloaded Transactions Don't Show In Quicken 2018

  1. If you don't find your answer on the Quicken Community Support site, call Quicken Customer service.

Downloaded Transactions Dont Show In Quicken Account

It can be frustrating when certain applications do not perform as expected, such as those that assist with downloading or updating banking transactions. These instructions should assist you in troubleshooting any issues you may face when performing these functions.