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.

 

(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.

  1. Click OK

(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.

 

(7)  Manually Link downloaded credit card and/or bank account(s) to existing Quicken account and click

Next (in the lower right).

 

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

(1)  While in Quicken/Account list right click the credit card or bank account.

 

(2)  (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 account.

(c) Click OK

 

(3)  On the next download, link downloaded credit card or bank account to existing Quicken account.

 

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

 

Instructions for Existing QuickBooks account with credit card and bank account enabled for Direct Connect access:

(1)  Once the account 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 or bank account.   Right-click selected account and select Edit account from the submenu.

 

(3)  Click on Bank Feed Settings

 

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

 

(5)  Confirm account deactivation

 

 

(6)  Click Setup Bank Feeds

 

(7)  Click Yes to close all QuickBooks Windows.

 

(8)  Follow the steps to enable credit card and bank account for Online Access.

 

(9)  Once accounts have been returned, link newly downloaded credit card or bank account to existing QuickBooks account.

Instructions for Existing QuickBooks account with credit card and bank enabled for Web Connect access:

(1)  Once the account statement download has been completed, accept transactions to the register.

 

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

 

(3)  Click on Bank Feed Settings

 

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

 

(5)  Confirm account deactivation

 

 

(6)  On the next download, link downloaded credit card or bank account to existing QuickBooks account.