Convert CSV/Excel file with transactions (with categories) to the QIF format and import directly into bank or credit card account in Quicken 2017 for PC. Category Science & Technology. The first step is to register your Discover card account online if you have not already. Please click the link to. 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. 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. 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 or call 1-800-811-8766. 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 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. To use class tracking, it first must be enabled on the Accounting sub-menu of the Company Preferences tab on the Edit->Preferences menu selection; just check the box for Use class tracking. To have QuickBooks request the appropriate class for a transaction, check the box for Prompt to assign classes. How do i turn on class tracking in quickbooks for mac. To use activity-based costing (ABC) in QuickBooks 2012, you need to turn on the QuickBooks Class Tracking feature. Class Tracking lets you categorize income and expense transactions as falling not just into income and expense accounts, but also as falling into particular classes. For more information on how to complete this process, please follow the instructions 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 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. • Launch Quicken. • Update your Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below: • • •. 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. • Log in to the 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. • Launch Quicken. • Delete your newly created Discover card account in Quicken. Please refer to Quicken help for detailed instructions for deleting an account. • Update your original Discover card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below: • • •. 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. • Log in to the so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.
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