Anyone use BofA + Quicken/Quickbooks

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  • 96ukssob
    So Fucking Banananananas
    • Mar 2003
    • 12991
    #1

    Anyone use BofA + Quicken/Quickbooks

    Im getting more and more pissed at this bank everyday...

    I called in this morning and was told that I could download my statements into Quicken from 2009. So I go and buy Quicken only to find out I can't do that. I spend about an hour on the phone with morons at BofA and they are saying now that I can only download the last 90 days

    WTF???

    Anyone use BofA and know how to download statements or convert their TXT or PDF files into something of use (quickbooks, quicken, excel, etc)?

    Here is what their site says:

    Originally posted by Bank of America
    a) Download and save your transactions/statement information as a QIF file:

    1. Go to the Bank of America online statement that you want to download and import.
    2. Click the Download link at the top of your screen.
    3. On the Statement Download screen choose the statement period you wish to download and select the appropriate QIF file type.
    4. Click "Create Download File".
    5. You will get a message window from your browser. Click the "Save File" button.
    6. This brings up a "Save As" box (similar to the "save as" function in MS Word and Excel).
    7. Choose the directory where you want to save the file (e.g. c:\download).
    8. Choose a file name. Any file name will work, but make sure that the extension is ".qif". For example you could use: statement.qif or account.qif. (This is similar to saving a MS Word file as ".doc" or an MS Excel file as ".xls")
    Email: Clicky on Me
    Tags: None
    • Domain Broker
      So Fucking Banned
      • Oct 2004
      • 2427
      #2
      maybe you should have someone with a brain do this for you.

        Comment

        • baddog
          So Fucking Banned
          • Apr 2001
          • 107089
          #3
          We do. You can set the dates you want to download, never noticed if there was a 90 day limit though.

            Comment

            • 96ukssob
              So Fucking Banananananas
              • Mar 2003
              • 12991
              #4
              Originally posted by baddog
              We do. You can set the dates you want to download, never noticed if there was a 90 day limit though.
              BofA support is horrible.

              You can download with using an account and routing # plus your pin through Quicken OR you can export the last 343 days in your Account Summary tab.

              The problem is I need to get either PDFs into Excel or something for it to be useful. I have from 4/23 to 12/31 but the rest looks like I'll just have to do manually
              Email: Clicky on Me

                Comment

                • xxweekxx
                  Confirmed User
                  • Oct 2002
                  • 6780
                  #5
                  bofa sux a lot
                  _________________
                  I am the best

                    Comment

                    • PersianKitty
                      Meow Media Inc.
                      • Jul 2001
                      • 7785
                      #6
                      I've pulled from their downloads into Quickbooks for several years with no problem. I've also pulled from their comma-delimited format into Excel.

                        Comment

                        • GrouchyAdmin
                          Now choke yourself!
                          • Apr 2006
                          • 12085
                          #7
                          Originally posted by PersianKitty
                          I've pulled from their downloads into Quickbooks for several years with no problem. I've also pulled from their comma-delimited format into Excel.
                          As noted before, maybe you should get an adult to help.

                            Comment

                            • baddog
                              So Fucking Banned
                              • Apr 2001
                              • 107089
                              #8

                                Comment

                                • Lace
                                  Too lazy to set a custom title
                                  • Mar 2004
                                  • 16116
                                  #9
                                  Wish I could help but I only used Quicken and BofA and Wach for a short period.

                                  Not sure if BofA charged me but Wachovia was charging me to use Quicken with their online service. Wtf kind of bullshit is that?
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                                    Comment

                                    • gleem
                                      Confirmed User
                                      • Jun 2001
                                      • 5593
                                      #10
                                      use the qif import/export not the webconnect.




                                      Contact me: \\// E: webmaster /at/ unprofessional.com

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