online setup

[John Ralls]

On Jul 8, 2014, at 5:02 PM, Boruch Wahrhaftig <gamboruch at gmail.com> wrote:

> Please forgive asking about something that most likely has been
> discussed at length, but I am unable to search the archives for online
> setup threads because the link
> https://lists.gnucash.org/search/?idxinfo=gnucash-user returns an
> error. Guidance to the materials or help with online setup would be
> most welcome.
> 
> I am using version 2.6.1 and imported data from Quicken 2011. Online
> setup was imported for Citi credit card, which has been associated
> with the corresponding account in GnuCash. However, no matter what
> changes I make to the setup in AqBanking (including replacing the bank
> data imported from Quicken, which worked), all items in the Actions>
> Online Actions menu are gray (unavailable) except the 'show log
> window'.
> 
> Within AqBanking I am able to retrieve the account list from the user
> edit window. The 'edit account' window has some blanks, but I have
> selected the user. I have repeatedly set the currency type to USD, but
> it returns to EUR.
> 
> I have made sure to complete the dialog and click 'apply', but cannot
> seem to activate online banking for the corresponding account (the
> only one which I have attempted).
> 
> There are other accounts for which I wish to import downloaded QFX
> 
> I have reviewed all the documentation I was able to find, but cannot
> seem to get this working. Thank you all for the great program,
> documentation, and community support.

Downloaded QFX/OFX is separate from OFX-Direct.

The only reason I can think of that you might not be able to use Actions>Online Banking for your Credit Card account is that you might not have set its account type to Credit Card, so do check that: Edit the account; the account type is in the lower left-hand corner of the dialog box.

Regards,
John Ralls