Quicken and QuickBooks Deactivating/Reactivating … · Page 1 of 12 Quicken and QuickBooks...

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Quicken and QuickBooks Deactivating/Reactivating Your Discover Card or Bank Account

ALERT: Due to recent changes Quicken might prompt the following questions, please select No to each:

- Have you recently closed this account? - Have you changed your account name? - Have you seen this problem over several days?

NOTE: Direct Connect: Account Deactivate/Re-activate is required. Instructions for Existing Quicken account with Credit Card or Bank account enabled for Direct Connect access:

(1) In Quicken Account List right-click the Credit Card or Bank account, select Edit Account.

(2) In Account Details Online Services tab, click Deactivate.

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(3) Confirm Account Deactivation by clicking Yes in the pop-up Quicken warning. Click OK in the next pop-up Quicken warning.

(4) a. In Account Details General tab, remove account number in Account Number field. b. Then, edit Account Name to reflect only last 4 digits of the account.

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(5) Close Quicken (for at least 30 seconds) and re-open Quicken again then from Account Details/Online Services click Set up Now

(6) Follow the steps to enable Credit Card or Bank account for Online Access.

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(7) Manually Link downloaded Credit Card or Bank account to existing Quicken account and click Next (in the lower right).

****************************************************************************************** NOTE: Account Deactivate is not required for Web Connect Download.

(1) While in Quicken/Account list right click the Credit Card or Bank account.

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(2) Manually change ACCTID while in Quicken Account Details window and click OK

(3) On the next download, link downloaded Credit Card or Bank account to existing Quicken account.

****************************************************************************************** NOTE: For Quick Books Direct Connect and Web Connect Account Deactivate/Re-activate is required.

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Instructions for Existing QuickBooks account with Credit Card enabled for Direct Connect access: (1) Once Credit Card statement download has been completed accept transactions to the register.

(2) In QuickBooks/Lists menu choose Chart of Accounts submenu and select your credit card account. Right click selected account and select Edit account from the submenu.

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(3) Click on Bank Feed Settings

(4) Select Deactivate All Services and click Save & Close

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(5) Confirm account deactivation

(6) Click Setup Bank Feeds

(7) Click Yes to close all QuickBooks Windows.

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(8) Follow the steps to enable Credit Card account for Online Access.

(9) Once accounts have been returned, link newly downloaded Credit Card or Bank account to existing QuickBooks account.

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Instructions for Existing QuickBooks account with Credit Card enabled for Web Connect access: (1) Once Credit Card statement download has been completed, accept transactions to the register.

(2) In QuickBooks/Lists menu choose Chart of accounts submenu and select your credit card account. Right click selected account and select Edit account from the submenu.

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(3) Click on Bank Feed Settings

(4) Select Deactivate All Services and click Save & Close

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(5) Confirm account deactivation

(6) On the next download, link downloaded Credit Card or Bank account to existing QuickBooks account.

Quicken and QuickBooks Deactivating/Reactivating … · Page 1 of 12 Quicken and QuickBooks...

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