importing transactions from MINT.com csv files for accounts that are only available in a webconnect file from the bank

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I can't test this in the trial version, so can you tell me if you have steps I can test importing transactions from MINT.com csv files for accounts that are only available in a webconnect file from the bank?  I understand each qfx file can only have one account.  but when I get to the credit card accounts, I use the same FID and make sure the file has a !Type:CCard line at the beginning.  Quicken wants to create a new account but only shows checking or savings as choices if new, if linking to existing checking or savings account it will overwrite the checking account info.  How do you import multiple accounts that originally come from and wll come from a WebConnect?
Thanks.
asked Feb 13, 2014 by anonymous

1 Answer

Hello,

For credit card accounts, make sure to select the account type "Credit Card" before creating the QFX file.

For different accounts, you enter different account ID on the Settings tab before saving the QFX file.

If you have existing accounts already linked to WebConnect, edit the account in Quicken first, click on the Online Services tab, select "Remove/Delete online service link" and save the changes for each account.
answered Feb 13, 2014 by sergiy
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