Once enabled, you can download transactions for all the accounts that are linked in your online banking.Other information you may need to set up the OFX Direct Connect is Bank ID = "121000358".
You can call 1-800-933-6262 and ask the CSR to "enable transaction downloading for Quicken (or Quick Books)".
Or self enroll in Quicken via the "Enrolling in Online Banking through Quicken Direct Connect" section at https://
We had every bank account, credit card, asset, retirement, investment and liability linked within the software.
So to say I’m a power-user of their product would be an understatement.
Select the OFX tab and make sure the "Expert Settings" section includes: APPID: QWIN APPVER: 2300 Without these, Gnu Cash could not connect. Also, the Checking Routing number (printed on checks) may not work as the Bank ID setting.
I just charged something and it's not showing up in Expensify--why?
There may be a .95 monthly charge for this convenience for consumer customers.
But the fee is waived for me because I have monthly direct deposit.
For this review of Quicken Premier 2017 for Windows, I bought a copy from Amazon and converted from my previous test installation of Quicken 2016.
To be fully transparent to our readers, I no longer use Quicken on a daily basis and switched to using Personal Capital instead.
Your first step should always be to head to Account Settings Credit Cards and click "Fix card" to resolve the issue. First, ensure that the credentials you're using are the same credentials you use to login to online banking.