Downloads & Copies

How will linking my Discover online card and Bank accounts affect my Mint, Quicken, and QuickBooks settings?

Once your Discover online card and Bank accounts are combined into one convenient User ID and Password, you'll need to follow a few steps to update how they work. Check out these detailed instructions to begin the process.

How do I retrieve my transactions using Quicken?

The first step is to register your Discover Card account online if you have not already. Please click the link to register now. Next, open Quicken for Windows or Macintosh and setup your Discover Card account (see details below on setting up online services). Finally, click "Update Now" or "One Step Update" while in the Quicken software to retrieve your Discover Card transactions. 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 Password

Remember, 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 24 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.

You also can download your transactions into Quicken directly from your online card account. Click the link to log in and download your transactions into Quicken. Once you are logged in, please select the "download" link on the right side of the page.

If you need additional assistance setting up Quicken, please visit their website or call 1-800-811-8766.

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 need additional assistance setting up Quicken, please visit their website or call 1-800-811-8766.

When I tried to download my transactions into Quicken, the download failed and I received an error message stating my account number had changed. What should I do?

As part of a recent systems upgrade, Discover Card has issued new credit cards with new account numbers to some cardmembers. Follow the instructions below to fix the error and begin downloading transactions from your new Discover Card account into your existing account in Quicken.

1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.

Note: If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover Card account in Quicken.  

2. Launch Quicken.  

3. Update your Discover Card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

Quicken 2007-2008 for Windows (PDF)
Quicken 2005-2006 for Windows (PDF)
Quicken 2005-2007 for Mac (PDF)

I was recently issued a new Discover Card account number, and I set up this new account in Quicken. Now I have two Discover Card accounts in Quicken. How can I combine them?

You should not try to combine these accounts as you may end up with duplicate transactions. Instead, follow the instructions below to begin downloading transactions from your new Discover Card account into your existing account in Quicken.

1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.

Note: If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover Card account in Quicken.

2.Launch Quicken.

3.Delete your newly created Discover Card account in Quicken. Please refer to Quicken help for detailed instructions for deleting an account.

4.Update your original Discover Card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

Quicken 2007-2008 for Windows (PDF)
Quicken 2005-2006 for Windows (PDF)
Quicken 2005-2007 for Mac (PDF)

When I downloaded my transactions into Quicken, there was a credit for all of my recent transactions, and my account balance was zero. What happened and what can I do to fix it?

As part of a recent systems upgrade, Discover Card has issued new credit cards with new account numbers to some cardmembers. All transactions since your last statement have been transferred to your new account, which is why your existing account shows a zero balance. Follow the instructions below to fix the problem and begin downloading transactions from your new Discover Card account into your existing account in Quicken.

1. Log in to the Account Center so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Quicken.

Note: If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover Card account in Quicken.

2.Launch Quicken.

3.Update your original Discover Card account in Quicken by deactivating and then reactivating your account. Please refer to the detailed instructions below:

Quicken 2007-2008 for Windows (PDF)
Quicken 2005-2006 for Windows (PDF)
Quicken 2005-2007 for Mac (PDF)

4.Once your new transactions have downloaded, you will need to review and manually delete any duplicate or credit transactions.

How do I download my account information into QuickBooks?

The first step is to register your Discover Card account online if you have not already. Please click the link to register now. Next, open QuickBooks for Windows or Macintosh and setup your Discover Card account. The information below will help you set up your accounts in QuickBooks. Please enter all numbers without dashes or spaces.

Routing Number = 000000000
Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center Password

The first time you download, you'll receive the last 24 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.

You also can download your transactions into QuickBooks directly from your online card account. Click the link to log in and download your transactions into QuickBooks. After you are logged in, please select the “download” option on the right side of the screen.

If you need additional assistance setting up QuickBooks, please visit their website or call 1-888-320-7276.

Why don't my monthly interest charges appear in my Quicken transactions?

Currently, monthly interest 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 interest charges into your Quicken register if you wish to keep track of them as a separate line item.