Message When Adding or Reactivating an Account: "We couldn't get information about [bank name]"

Applies to:
Business
Deluxe
Premier
Starter
Updated: December, 20 2024 9:43PM
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Overview

Quicken may display the following error when attempting to use Online Services in Quicken.

UnableInfoBankName_support
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We couldn't get information about [bank name] This account will be set up as a manual account.

This error can occur if you try to open your Quicken data file while it is located in your Dropbox folder or another online storage folder.

Some of the other programs that can cause these errors are:

  • OneDrive

  • Google Drive

  • Carbonite

Important: Avoid opening Quicken data files directly from Dropbox or any other online storage folder, as this can cause issues with your data file; always open them from your computer. Dropbox and all other online folders should be used only for storage of your Quicken backup files, not to keep your active Quicken data file in.

To resolve these errors

First, confirm the location of your data file:

  1. Go to File > Show this file on my computer.

ShowThisFileWinDropdown_support
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2. Review the file location path in the bar above the list of files.

DropBoxFilePath_support
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If "Dropbox" (or the name of your online storage program) is in the file path, then follow the steps below to move it out of online storage folder and onto your computer.

To move your data file from an online storage folder:

1. Open the online storage folder.

2. Drag the data file from that folder to your desktop.

DragFiletoDesktop_support
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3. Dropbox users: If you're prompted to confirm, click Move out of Dropbox.

DropboxRemoveFileConfirmation_support
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4. Double-click the data file that you've placed on your desktop to open it.

If you need to use a Quicken data file on another computer, you will need to move the file to that computer. For instructions on the different ways to move a data file, click here.

Article ID: GEN00850

Agent Notes

In This Article

    Welcome!

    Still need help? Contact Us

    Or Contact Us:
    Product Support
    For the best support experience, please sign in with your Quicken ID. We'll find your account and get you to the right team:
    For Sales & Renewals, or if you're having trouble signing in: