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#2
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| Thanks for your detailed reply! Unfortunately Discover does not show up in password manager I assume because I have not had a successful connection yet. The same is true under online services. I looks like I need to call Discover. I finally had to call Discover and it appears that it was a lockout - trying too many times I guess. Everything works fine now. Thanks again. - quote - > -----Original Message----- > I just recently setup a Discover Card in M03. It uses the user id and > password you create for web access. > In M03, (I'll guess it's real similar in M04) go to File > Password > Manager > Financial Instutional settings tab. Note that from this > dialog, you can't change the username, just the password. > For changing both the user name and the password associated for your > financial instution, (that in turn associates with your Discover Card), > get to the Online Services Manager screen, and click modify services if > you already have this setup, (if not setup already, you'll need to > change the online services associated with the account). Follow the > prompts from there. Again this is how M03 works, assume real close in M04. > Bill wrote: > > Using Money Small Business 2004. I had no problem > > setting up my citibank credit cards, but for some reason > > my DiscoverCard setup won't work. I am using the correct > > ID and passwords as I have tested them at the dicover > > site. > > > Is there another location in Money 2004 where I can enter > > (and check) the connection and setup details for credit > > cards and banks? > . |
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#1
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| I just recently setup a Discover Card in M03. It uses the user id and password you create for web access. In M03, (I'll guess it's real similar in M04) go to File > Password Manager > Financial Instutional settings tab. Note that from this dialog, you can't change the username, just the password. For changing both the user name and the password associated for your financial instution, (that in turn associates with your Discover Card), get to the Online Services Manager screen, and click modify services if you already have this setup, (if not setup already, you'll need to change the online services associated with the account). Follow the prompts from there. Again this is how M03 works, assume real close in M04. Bill wrote: - quote - > Using Money Small Business 2004. I had no problem > setting up my citibank credit cards, but for some reason > my DiscoverCard setup won't work. I am using the correct > ID and passwords as I have tested them at the dicover > site. > Is there another location in Money 2004 where I can enter > (and check) the connection and setup details for credit > cards and banks? |
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| have you checked with discover card site for info? have you used the virtual account number for online purchases? very good item isn't it? - quote - > -----Original Message----- > Using Money Small Business 2004. I had no problem > setting up my citibank credit cards, but for some reason > my DiscoverCard setup won't work. I am using the correct > ID and passwords as I have tested them at the dicover > site. > Is there another location in Money 2004 where I can enter > (and check) the connection and setup details for credit > cards and banks? > . |
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#-1
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| Using Money Small Business 2004. I had no problem setting up my citibank credit cards, but for some reason my DiscoverCard setup won't work. I am using the correct ID and passwords as I have tested them at the dicover site. Is there another location in Money 2004 where I can enter (and check) the connection and setup details for credit cards and banks? |
| Tags |
| access, card, credit, online, setting |
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