How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Bob Cook Your Own Question

Bob Cook
Bob Cook, Mac Genius
Category: Mac
Satisfied Customers: 618
Experience:  I have sold Macintosh Computers since 1984. I started Sun Remarketing in 1983 and sold over 25,000.
Type Your Mac Question Here...
Bob Cook is online now
A new question is answered every 9 seconds

I am using Mac OS 10.5.6 with Quicken 2006. I am trying to

Customer Question

I am using Mac OS 10.5.6 with Quicken 2006. I am trying to set up an online account for my credit card with Capitol One. Capitol One says my account is online ready. I go to the automatic setup area of Quicken but I get no where. Quicken says it has opened a web connection but I cannot find it. Normally I go to my account online with Capitol One and download a file which I then import into excel to manage transactions. I would like to do this automatically each day in Quicken. Who wants this one.
Submitted: 5 years ago.
Category: Mac
Expert:  Brandon M. replied 5 years ago.
Hi there,

Capital One has a great write-up on how to configure your Quicken to download your transactions from them. You can find it here.

Let me know if you have any questions with the steps they provide and I'll be glad to assist you.

Brandon
Customer: replied 5 years ago.
Step 3

Choose the Online Account Services Setup from the Online drop down menu and choose Create New Quicken Account then click Next. At this point you want to select the type of account you wish to add to Quicken. After you have made your selection, click Next.

Online Account Services Setup does not exist in my Online drop down
Expert:  Brandon M. replied 5 years ago.
Sorry, I guess I didn't look it over good enough. The PC and Mac versions are just slightly different. You can pull up your account list under the Window menu and click the New button at the bottom. You can continue the steps from there.
Customer: replied 5 years ago.
BeBoo

I have been doing that. Lists/Accounts/New/ then I choose ZZZ-Capitol One as my Institution. I click on the radio button that says "Online:Let Quicken set up my accounts and download information (Recommended)   Following that, I get a dialogue box that says "Account Setup" Quicken has opened a web browser to your financial institution's website, ready to perform your first Web Connect Download....

No such web browser is open to Capitol One... I have reached this stopping point over and over again yesterday and today.
Customer: replied 5 years ago.
File Format Soup

Quicken for Mac 2006 uses .qdfm files. The new? Quicken uses .qfx files. I went through 3 tech support people at Capitol One who knew very little (to nothing) about Quicken or Macs. I was calling the number at the bottom of the page from the Capitol One link that you sent me first.

The last person said "We do not support Quicken automatic downloads." They then suggested that I go to their download page and download a "Quicken" file which is .qfx and then import that into Quicken manually.

That is no better that downloading the .cvs file from the same Capitol One download web page and then importing that file into Excel. I have been doing that for years.

I wanted the ability to do nightly updates to my credit card transactions and have Quicken only download the new transactions and ignore the transactions it had already downloaded the previous night.


Expert:  Brandon M. replied 5 years ago.
I seem to be getting the same issue you are coming across. I will opt-out and allow another expert to assist you. Sorry!
Expert:  Bob Cook replied 5 years ago.
First make a duplicate file of your account (just in case anything goes wrong), then export all of the transactions from the old Capital One account, this will create a .qif file to use later. Delete your old Capital One account, and then create a new account using Capital One Card Services for the Financial Institution. Import the .qif file to the new account and then download the latest QFX from the Capital One web site.

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • Hi John, Thank you for your expertise and, more important, for your kindness because they make me, almost, look forward to my next computer problem. After the next problem comes, I'll be delighted to correspond again with you. I'm told that I excel at programing. But system administration has never been one of my talents. So it's great to have an expert to rely on when the computer decides to stump me. God bless, Bill Bill M. Schenectady, New York
< Last | Next >
  • Hi John, Thank you for your expertise and, more important, for your kindness because they make me, almost, look forward to my next computer problem. After the next problem comes, I'll be delighted to correspond again with you. I'm told that I excel at programing. But system administration has never been one of my talents. So it's great to have an expert to rely on when the computer decides to stump me. God bless, Bill Bill M. Schenectady, New York
  • The Expert answered my Mac question and was patient. He answered in a thorough and timely manner, keeping the response on a level that could understand. Thank you! Frank Canada
  • My Expert answered my question promptly and he resolved the issue totally. This is a great service. I am so glad I found it I will definitely use the service again if needed. One Happy Customer New York
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
  • I couldn't be more satisfied! This is the site I will always come to when I need a second opinion. Justin Kernersville, NC
 
 
 

Meet The Experts:

 
 
 
  • Mike's Avatar

    Mike

    Mac Medic

    Satisfied Customers:

    6256
    Over 20 years IT experience with Apple computers in publishing, marketing and design.
< Last | Next >
  • http://ww2.justanswer.com/uploads/macthelife/2009-10-20_1899_mikesebaharsquare64.jpg Mike's Avatar

    Mike

    Mac Medic

    Satisfied Customers:

    6256
    Over 20 years IT experience with Apple computers in publishing, marketing and design.
  • http://ww2.justanswer.com/uploads/AS/ashiknasameen/2012-5-15_141836_final2.64x64.jpg Ashik's Avatar

    Ashik

    Mac Helper

    Satisfied Customers:

    5282
    7+ Years of Experience in troubleshooting Macs, iPhone, iPad, iPod etc
  • http://ww2.justanswer.com/uploads/DP/dpean/2012-6-6_172828_avatorme1.64x64.JPG Daniel's Avatar

    Daniel

    Mac Genius

    Satisfied Customers:

    4670
    Apple certified on desktop and portable, help desk qualified. Have owned and used Macs since 1989.
  • http://ww2.justanswer.com/uploads/VI/vinodvmenon2005/1.64x64.jpg Vinod Menon's Avatar

    Vinod Menon

    Support Specialist

    Satisfied Customers:

    2068
    worked as a Tech support Associate for Apple products
  • http://ww2.justanswer.com/uploads/BE/beboo/2011-1-14_201648_n5063313142021801763.64x64.jpg Brandon M.'s Avatar

    Brandon M.

    Mac Support Specialist

    Satisfied Customers:

    1501
    10+ Years Mac Support as contractor and currently an IT Manager for law firm
  • http://ww2.justanswer.com/uploads/MA/MacDruid/IMG_0232.64x64.JPG John T. F.'s Avatar

    John T. F.

    Mac Druid

    Satisfied Customers:

    1408
    20+ years in the computer/Mac industry
  • http://ww2.justanswer.com/uploads/MA/MacHelpdesk/1d2d506.64x64.jpg David's Avatar

    David

    Mac Support Specialist

    Satisfied Customers:

    1236
    BSc, H.Dip, Apple Certified