Linking Financial Institutions
Three financial institution linking and importing issues!!
- I am unable to link to CreditOne NV Bank to import my CC transactions - always receive an error!
- I am also unable to link and import my Kohls CC transactions
- I have two accounts at Capital One, when I link to one account, it unlinks from the other account. Now I can't even link to either account at CapOne!
This is extremely disconcerting, I am a professional bookkeeper and just started using Quicken Simplifi for my personal finances, I cannot use this for my clients if this issue continues. Please advise to when this will be resolved.
Comments
-
First thing I would suggest is to open your web browser in InPrivate or Incognito mode and then try the connection process. This has resolved the few connection issues I have experienced.
I have four accounts at Capital One with no connection problems. I'd suggest logging into your Cap One account and deleting the Quicken connection from there so you can start with a completely fresh connection from QS.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Thank you! I will give that a shot. I have been using Quickbooks since 1998, so I am extremely well-versed with that software ~ I know Quicken is much "simpler" but this was driving me crazy 😣
0 -
@LJFiala, thanks for reaching out to the Community!
Unfortunately, CreditOne is not supported in Quicken Simplifi; this bank is listed in our Alert here:
We also have an ongoing Alert for Kohl's Credit Card with a recommendation to contact the bank directly to help make them aware of the issue and the impact:
As for Capital One, I also have 2 credit cards with them and don't have any problems linking both of them in Quicken Simplifi. I'd suggest using the bank option listed as "Capital One Card Services". To establish a new connection with the bank and get both accounts linked, I'd suggest following these steps:
- Make all of your Capital One accounts manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- When presented with the OAuth screen to authorize your accounts, make sure that all of your accounts are listed and checked.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how it goes!
-Coach Natalie
1
