Please note that it is important to unhide all accounts and to properly prepare your accounts and categories in Quicken first. If the issue still persists, refer to Intuit connectivity support to assist further.To migrate your data from Quicken to Banktivity, you’ll first need to export ALL of your accounts accounts to a Single QIF file. The following instructions from Intuit’s website should help you with that export: After following the steps in the FAQ, attempt to deactivate the account. This may be caused by data issues with the file. Not as common: Unable to deactivate account Ensure the customer selects the correct account to link to, when importing the Web Connect file to the restored backup. If the transactions have already been accepted to the register, restore a backup file.After deleting the downloaded transactions, deactivate the account then import the Web Connect file ensuring the customer selects “Use existing account” and selects the correct account. If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.Open the account register for the account that was linked incorrectly. If the customer is not able find their account in the drop down list, refer to Intuit connectivity support to assist further.Īctivated the incorrect account during Reactivation.If they are, delete the duplicate account from the account list, then import the Web Connect file ensuring the customer selects “Use existing account” and selects the correct account.

First, confirm all accounts have been deactivated including hidden (Quicken), or inactive (QuickBooks) accounts.

If the account is not deactivated, it will not appear in the drop down menu. The customer has selected “Create a new account” when importing the Web Connect file, or they were unable to find their account in the drop down menu and created a new account anyway. There are two main reasons for this issue. Ensure the customer selects the correct date range when importing the Web Connect file to the restored backup.ĭuplicate accounts after completing reactivation These transactions need to be manually deleted from the register. Quicken Connect only: Duplicate transactions may occur due to the 5 day look back when downloading transactions. Ensure the customer selects the correct date range when importing the Web Connect file to the restored backup. If there are too many transactions to delete, restore a backup file.

If the transactions have already been accepted to the register, they can be deleted one by one from the register.

They can be deleted one by one, or multiple transactions can be deleted at one time. And following the steps to deactivate and reactivate.Įxpress Web Connect only: Duplicate transactions may occur due to the 90 day look back when downloading transactions.

If there are too many transactions to delete, or the steps to delete multiple transactions is difficult for the customer restore a backup file.

If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time.

This step has been included in the conversion document, but may have been overlooked by the customer. Note: This can also be caused by a preference that is available in Quicken for Windows, “Automatically add downloaded transactions to register”.

Specific steps/recommendations based on products are below: If there are not many transactions, they can be deleted prior to, or after accepting them to the register. Depending on the number of duplicate transactions imported, the best solution may be to restore the backup file created earlier in the conversion process. This is usually caused by (1) the customer overlapping the date range when importing the Web Connect file, or (2) Direct Connect downloads a set numbers of days when linking to a new or existing account. Duplicate transactions after completing reactivation

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