Feb 01, 2013  If that is not possible, cancel the download/import to prevent a new account from being created (if you 'saved' the file, you won't have to download it again). Quicken is not recognizing the FI information in the download as the same as the existing account, so it wants to create a new account. By the way, for those of us who are annoyed by the Quicken expirations and the need to re-buy new versions of Quicken that aren't any better than the old versions, I'm involved in a startup that is creating a online financial platform that will be as fully featured as Quicken, but without the annoyances. Downloading transactions & balances.

Discover Card Help Center

How will linking my Discover online card and Bank accounts affect my Mint, Quicken, and QuickBooks settings?

How do I retrieve my transactions using Quicken?

The first step is to register your Discover card account online if you have not already. Please click the link to register now. 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.

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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 and download your transactions into Quicken. 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 websiteat getsatisfaction.com Opens in a new window or call 1-800-811-8766. Max amount of photo for mac.

Why am I having trouble retrieving my Discover card and bank transactions using Quicken and QuickBooks?

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 websiteat getsatisfaction.com Opens in a new window 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.

How do I deactivate/reactivate my Discover Card or Bank Account in Quicken and QuickBooks?

To deactivate and reactivate your accounts, please follow the directions below:

When I tried to download my transactions into Quicken, the download failed and I received an error message stating my account number had changed. What should I do?

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.

1. 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 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.
2. Launch Quicken.
3. Update your Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

I was recently issued a new Discover card account number, and I set up this new account in Quicken. Now I have two Discover card accounts in Quicken. How can I combine them?

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.

1. 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 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.
2. Launch Quicken.
3. Delete your newly created Discover card account in Quicken. Please refer to Quicken help for detailed instructions for deleting an account.
4. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

When I downloaded my transactions into Quicken, there was a credit for all of my recent transactions, and my account balance was zero. What happened and what can I do to fix it?

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.

1. 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 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.
2. Launch Quicken.
3. Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:
   
4. Once your new transactions have downloaded, you will need to review and manually delete any duplicate or credit transactions.

How do I download my account information into QuickBooks?

The first step is to register your Discover card account online if you have not already. Please click the link to register now. 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 and download your transactions into QuickBooks. 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 websiteat community.intuit.com Opens in a new window or call 1-888-320-7276.

Why don't my monthly interest charges appear in my Quicken transactions?

Currently, monthly interest charges are calculated as part of your current balance but do not download from the server in the list of retrieve transactions. You may, however, manually enter interest charges into your Quicken register if you wish to keep track of them as a separate line item.

How can I access QuickBooks Desktop for PC or Mac without the Direct Connect method?

You can still download your account transactions through QuickBooks Desktop via the Express Web Connect or Web Connect methods.

Follow these instructions for PC or instructions for Mac on how to connect.

How do I retrieve my transactions using Microsoft Money 99 and higher?

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:

1. Select the 'Account Activity' tab
2. Select the statement you want to download from the 'Activity Period' drop-down list.
3. On the upper-right side of your statement, click on 'Download.'
4. Download the .QFX file
5. Save it to Desktop.
6. Execute Microsoft Money.
7. Using the Microsoft Money File Menu:
   1. Go to File > Import > Downloaded Statement
   2. Click 'Desktop' in the Left-side Menu
   3. Select All Files from the 'File of type:' pull-down menu
   4. Find the downloaded .QFX file and click on it
   5. 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 websiteat social.microsoft.com Opens in a new window .

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