[GNC] Trying to set up online banking

[Janet Shelby]

Thanks for that info John. My banks are major ones and both in the setup
dropdown list. One of them will not return any accounts, and the other says
my user name/password is wrong even though it is correct. I hunted on
google until I found a comment suggesting changing the setting under
special setup from 1.0 to 1.1 but still can get nowhere.

On Sat, Apr 25, 2020, 9:00 PM John Ralls <jralls at ceridwen.us> wrote:

>
>
> > On Apr 25, 2020, at 6:11 PM, Janet Shelby <janet.shelby at gmail.com>
> wrote:
> >
> > Hello, I am a new user migrating from many years of Quicken. I would like
> > to use Gnucash if it will download banking transactions,  especially
> credit
> > card transactions.  The tool provided does not get successful results
> with
> > no instruction on what to do upon failure. I am an accountant but not an
> IT
> > specialist!  Can I get assistance here? Thanks.
>
> Check your bank's online banking setup page and make sure that it supports
> OFX DirectConnect. The alternative is OFX WebConnect which uses an
> Intuit-proprietary authentication mechanism that GnuCash's online banking
> library is unable to use.
>
> If it says that it does, go to https://www.ofxhome.com and search for the
> bank. If it's there just go to the page for it and check that it has
> validated recently. If it has then you should be able to use the bank
> selection in the AQBanking setup. If not then you'll have to try to set it
> up by hand using whatever information you can glean from the bank's
> website, which may not be much: It may just say that you need a certain
> version of Quicken and to go to the online banking tab in that program and
> select the bank.
>
> Regards,
> John Ralls
>
>
>