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After I was off, I eventually figured out the solution myself -- no thanks to the tech that I got stuck with.
Due to scheduled system maintenance, there will be a service interruption on Sunday, November 5 at a.m. CT that will affect your ability to access information on, or make payments to your credit cards in Online Banking, Mobile Banking, BBVA Wallet, or the automated phone system.
I'd think that the problem of not being able to download from my bank would be a routine problem.
But, I was on the phone with the tech for at least an hour.
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Follow the instructions below on or after September 10, 2014.Note: After you've done a successful Web Connect download to an account, the system will warn you if you try to download a file from a different bank into that account.There's no way to take out all these transactions at once, so you'll need to remove the erroneous information one transaction at a time.We kept going around in circles as the tech tried different fixes. After an hour, I finally gave up and terminated the support call.The tech was very poorly informed about how to use Quicken.