Statements & Activity: Download Statements
- How do I retrieve my transactions using Quicken?
The first step is to register with the Account Center if you have not already. Next, open Quicken for Windows or Macintosh and setup your Discover Card account. Finally, click "Update Now" or "One Step Update" while in the Quicken software to retrieve your Discover Card transactions.
Setting Up Online Services
The information below will help you set up your accounts in Quicken. Please enter all numbers without spaces or dashes.Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center PasswordRemember, in order to retrieve your Discover Card transactions, you must initiate the process from within Quicken and the version must not be older than three years.
The first time you retrieve transactions, you'll receive the last 12 months of statement data. After that, each time you retrieve your Discover Card transactions, Quicken will be updated from the last time you retrieved information until the present.
If you need additional assistance setting up Quicken, please call Quicken at 1-520-618-7140 or visit their Technical Support Web site.
- Why am I having difficulty retrieving my Discover Card transactions using Quicken?
Intuit, the maker of Quicken, discontinues a version when it is older than 3 years. To resolve this, a software upgrade is necessary for you to continue retrieving your Discover Card transactions when using Quicken. If you have a newer version of Quicken and are still experiencing difficulties, please perform one of the following three actions:
For Windows users:
Choose "One Step Update" from the Quicken "Finance"" menu.
Remove all the check marks, then click "Update Now."
At the completion of the One Step Update process, close and restart Quicken.For Macintosh users:
Go to the Quicken Macintosh updates page and read the detailed instructions.
Download the latest update file and install it into your Quicken directory.If you have any other questions about this issue, please visit the Intuit support page.
- How do I download my account information into QuickBooks®?
It's easy to download your account information—use the information below to help you set up your account in QuickBooks.
Routing Number = 000000000
Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center PasswordThe first time you download, you'll receive the last 12 months of statement data (if available) for you and your employees. After that, each time you download your Discover Card statement summary, your online financial services center will be updated, from the last time you downloaded information until the present.
Please enter all numbers without dashes or spaces. If you need additional assistance setting up QuickBooks, please call QuickBooks at 1-888-320-7276 or visit their Technical Support Web site.
- How do I retrieve my transactions using Microsoft Money 99 and higher?
The first step is to register with the Account Center if you have not already. Next, open Money and set up your Discover Card account. Then, go to the "Accounts and Bills" menu, and select your Discover Card. Finally, from the "Tools" menu, select "Connect to Online Services" while in the Microsoft Money software to retrieve your Discover Card transactions.
Setting Up Online Services
The information below will help you set up your accounts in Microsoft Money. Please enter all numbers without spaces or dashes.Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center PasswordRemember, in order to retrieve your Discover Card transactions, you must initiate the process from within Microsoft Money and the version must be 99 and higher.
The first time you download, you'll receive the last 12 months of statement data. After that, each time you retrieve your Discover Card transactions, Microsoft Money will be updated from the last time you retrieved information until the present.
If you need additional assistance setting up Microsoft Money versions 99 and higher, you can call Microsoft at 1-425-454-2030 or visit their Technical Support Web site.
- Why don't my monthly finance charges appear in my Quicken and Microsoft Money transactions?
- Currently, monthly finance charges are calculated as part of your Current Balance but do not download from the server in the list of retrieve transactions. You may, however, manually enter finance charges into your Quicken or Money register if you wish to keep track of them as a separate line item.
FAQ: My Card Account
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FAQ: Statements & Activity
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