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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 Bank or Card account 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:.
Remove all the check marks, then click "Update Now. If you need additional assistance setting up Quicken, please visit their website or call Please note: Discover has recently launched security improvements for customer use of Quicken and QuickBooks to access their Discover account information. For more information on how to complete this process, please follow the instructions below. To deactivate and reactivate your accounts, please follow the directions 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 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 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.
Update your Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:. Quicken for Windows PDF. Quicken for Mac PDF. 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. Delete your newly created Discover card account in Quicken. If you have your previous year's TurboTax data file, you should import it into Quicken before you begin using the Tax Planner.
Importing TurboTax data gives you a head start in developing your tax estimate and can save you a lot of data entry time. If you have an internet connection, the easiest way to update security prices is to download them. Please note, CSV files can only be imported to update security prices. Quicken matches prices with your securities if they have the same symbol. If your securities don't have symbols, you'll need to edit them first so they do. CSV file.
For more information and instructions, click here. More information is available here. Get priority access to our expert Quicken agents. Skip the line and enjoy shorter wait times. My Account. Quicken on the Web. Free with your Quicken desktop subscription Access Quicken anytime, anywhere Add and edit transactions Sync and view all your accounts in any browser See investment portfolio daily changes.
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Unexpected Email or Text to verify info. Furthermore, on-line help is constantly broken. A detailed list of steps for importing bank transactions can be found here: Add older transactions to QuickBooks Self-Employed. I'll be around in case you need further assistance. Post a question in the comments below, and I'll be sure to get back to you. Enter a search word.
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