My Portfolio allows you to go to a single place to find out the status of your Bank of America accounts, as well as accounts from other institutions that you choose to add to My Portfolio. You can add investment accounts, real estate holdings and loans, credit card accounts, non-Bank of America checking and savings accounts and even travel, hotel and other rewards accounts. In addition, My Portfolio shows you your estimated net worth based on the information and accounts you’ve included. My Portfolio also provides automated charts and graphs that illustrate how and when you spend your money over time. Please note: Quicken DirectConnect is no longer supported for new users.
Of the transactions in the account and copy all transactions. 5) Click on the account 2010CheckingMary and right click in the uppermost transaction line and select paste all transactions. 6) Repeat this proceedure for each account to populate the new accounts with the corresponding transactions. E.g., copy all transactions from.
You can easily download information from Online Banking to Quicken using Web Connect. Sign in to Online Banking and select your account. Navigate to the Activity tab halfway down the page.
Select the Download link (please note: if you have a credit card account with no transactions, you won’t see a download link. You’ll first need to select a month with transactions from the Current transactions dropdown menu). For the Transaction period, select from the dropdown menu the transactions you wish to download. For the File Type option, select WEB Connect for Quicken 2015 and above. Hit the Download transactions button to save the file to your computer. Open your Quicken software and look for the file in your computer, in order to upload the file. To use QuickBooks with Online Banking, you first must be enrolled in Online Business Suite.
Enrolling in Online Business Suite will automatically enroll you in Online Banking with QuickBooks (Direct Connect). It’s easy and secure to enroll in Online Business Suite. Once you are enrolled in Online Business Suite, you have two options: You can download information from Online Banking to QuickBooks using Web Connect, or you can access your accounts and pay bills directly through your QuickBooks software using Direct Connect. Advertising Practices We strive to provide you with information about products and services you might find interesting and useful. Relationship-based ads and online behavioral advertising help us do that. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit.
This information may be used to deliver advertising on our Sites and offline (for example, by phone, email and direct mail) that's customized to meet specific interests you may have. If you prefer that we do not use this information, you may. If you opt out, though, you may still receive generic advertising. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements. Also, if you opt out of online behavioral advertising, you may still see ads when you sign in to your account, for example through Online Banking or MyMerrill.
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The first step is to register your Discover card account online if you have not already. Please click the link to. 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. 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 or call 1-800-811-8766.
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 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. 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.
Log in to the 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. Launch Quicken. Update your Discover card account in Quicken by deactivating and then reactivating your account.
Please refer to the detailed instructions below:. 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. Log in to the 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. Launch Quicken. Delete your newly created Discover card account in Quicken. Please refer to Quicken help for detailed instructions for deleting an account. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:. 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. Log in to the 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.
Launch Quicken. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:. Once your new transactions have downloaded, you will need to review and manually delete any duplicate or credit transactions. The first step is to register your Discover card account online if you have not already. Please click the link to. 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. 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 or call 1-888-320-7276. 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:. Select the 'Account Activity' tab. Select the statement you want to download from the 'Activity Period' drop-down list. On the upper-right side of your statement, click on 'Download.' . Download the.QFX file. Save it to Desktop.
Execute Microsoft Money. Using the Microsoft Money File Menu:. Go to File Import Downloaded Statement. Click 'Desktop' in the Left-side Menu. Select All Files from the 'File of type:' pull-down menu. Find the downloaded.QFX file and click on it. Click 'Import' button If you need additional assistance with Microsoft Money versions 99 and higher, please call Microsoft at 1-866-452-4755 or visit their.
Statements & Payments.