ForumsAccounting and Budgeting

I had this same problem. When downloaded, I selected SAVE first. Let the file save, then it brings you back to the BOA screen. Now select Download and it works. You don't really do anything specific with the saved file. I just keep overwriting the same downloaded file every time I download. Hope this helps!

I'm just responding to my original problem in case anyone else has this issue.

I have a few accounts with BOA - personal and business. I can log in with one ID and it will show all of them to me. Originally I was doing this and I saw the business account and went to the download section. In there, there is no option for a Quickbooks file and only a Quicken file (and a few others).

I then got a business login ID that logs me in ONLY to the business account. If I use that one, there is an option for Quickbooks download.

So in order to see the Quickbooks option, you must have a business login for the BOA site which you can sign up through online banking for small business (or similar). I didn't do this at first because the account showed up when I logged in to view my other accounts so it didn't seem necessary to sign up for online banking (I already had it and could log in), but it is treated as a personal account when I do that.

Hopefully this will help someone that runs into the same situation I had.

How did you get them to set up your account for QB? I called and asked and they said unless you have a business account there is no compatibility with QB. I even mentioned that I found posts online that said it was possible and the customer service rep said no it was impossible. Incidentally intially the guy told me I would have to convert my personal credit card account to a business account, and then when I spoke to the Small Business department they said you can't convert accounts and an application would need to be submitted for a new business account.

Thanks,

Erin