Bank changed account numbers

Dan P's Avatar

Dan P

04 Jul, 2018 07:48 PM

I'm putting this under Online Banking, but my bank is not direct connect. I use the QFX download option to import transactions. Over the weekend, my bank did an upgrade and we got new account numbers. I did an update with a new QFX and MD asked me which account was associated with the new account number. When I select the MD account it loads just fine. I changed the MD account to reflect the new account number, but it still asks me each time I do a QFX import. How can I get MD to recognize the new account number?
Using Build 1671, Windows 10.

Thanks!

  1. Dan P closed this discussion on 05 Jul, 2018 04:28 PM.

  2. Dan P re-opened this discussion on 05 Jul, 2018 04:54 PM

  3. 1 Posted by Dan P on 05 Jul, 2018 04:57 PM

    Dan P's Avatar

    I guess I'm confused. (Easily done) Maybe it's always been this way (Asking for match) and I never noticed. If so, I would like this to be considered for an enhancement. If the QFX file matches an existing account number, it should load automatically.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac