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Re-establish Your PFM Software Account Access
 

Important note for TD Bank (legacy Commerce Bank) Customers: Please follow the instructions to re-establish your account access in your software. Legacy TD Banknorth Customers do not need to re-establish account access.

Frequently Asked Questions

Q:  My Overdraft Protection account information is not downloading into my Quicken and/or QuickBooks software. Why?
A:  Beginning January 15, 2010, we will be moving all Moneyline Overdraft Protection accounts into individual loan accounts. But rest assured your Moneyline will still cover overdrafts on your checking account. A new account number will be assigned to your Moneyline Overdraft Protection account.

If you use financial management software such as Quicken or QuickBooks, follow these steps to re-establish your Moneyline account access AFTER your new Moneyline account number has been assigned.

Quick Reference Steps for Quicken:
1. Backup your Quicken file as you normally do.
2. Right-click your old Moneyline account and click Edit Account.
3. Under Online Services tab, click Remove from One Step Update, and answer Yes to "Would you like to deactivate this service?"
4. Then click Activate One Step Update.
5. Enter your online banking username and password and select your new Moneyline account.

Quick Reference Steps for QuickBooks:
1. Backup your QuickBooks file as you normally do.
2. Under Chart of Accounts, right-click your old Moneyline account and click Edit.
3. Under Online Services tab, delete your Account, Customer ID, uncheck the boxes for Statement Downloads and click Deactivate All Online Services.
4. Click Save and Close.
5. Close and reopen QuickBooks.
6. Under the Banking menu, select Online Banking -> Set Up Account for Online Services and enter your QuickBooks loan account.
7. Enter your online banking username and password and click Sign In.
8. Select the bank account you want to connect and then click Finish.

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Q:  What do I need to do to re-establish my account access in Quicken?
A:  After September 29th for TD Bank (legacy Commerce Bank) Customers, please follow these instructions to re-establish your account access in Quicken:

Quick Reference Steps:
  1. Backup your Quicken file as you normally do.
  2. If you use Bill Pay, cancel any pending payments from the Online Center in Quicken.
  3. Right-click your account, click edit and do the following:
    • Under Online Services tab, click Remove from One Step Update and Deactivate Online Payment (if you use bill pay).
    • Under General Information tab, delete the current value from the Financial Institution field and enter “TD Bank Online Banking”
      (without a dash -). If you are a TD Bank BusinessDirect user, enter “TD Bank BusinessDirect” in the Financial Institution field.
    • Repeat for each of your accounts.
  4. Close and reopen Quicken.
  5. Right-click to edit each account again and under Online Services tab, click Activate One Step Update.
  6. Enter your online banking username and password.

For more detailed steps on how to re-establish your account access in Quicken, you can download the appropriate PDF(s) below:
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Q:  What do I need to do to re-establish my account access in QuickBooks?
A:  After September 29th for TD Bank (legacy Commerce Bank) Customers, please follow these instructions to re-establish your account access in QuickBooks:

Quick Reference Steps:
  1. Backup your QuickBooks file as you normally do.
  2. If you use bill pay, cancel any pending payments in QuickBooks.
  3. Under Chart of Accounts, right-click your account, click edit and do the following:
    • Under Online Services tab, delete your Account Customer ID, uncheck the boxes for Statement Downloads and Online Bill Payments, and click Deactivate All Online Services.
    • Click Save and Close.
    • Repeat for each of your accounts.
  4. Close and reopen QuickBooks.
  5. Under the Banking menu, select Online Banking -> Set Up Account for Online Services and do the following:
    • Enter your QuickBooks account type.
    • For personal Customers, enter “TD Bank Online Banking” (without a dash -) as the financial institution. If you are a TD Bank BusinessDirect user, enter “TD Bank BusinessDirect.”
    • Enter your online banking username and password and click Sign In.
    • Select the bank account you want to connect.
    • Activate bill pay if applicable, and then click Finish.
    • Repeat for each of your accounts.

For more detailed steps on how to re-establish your account access in QuickBooks, you can download the appropriate PDF(s) below:

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Q:  What routing number should I be using to set up my accounts in QuickBooks 2007?
A:  If you have a legacy Commerce Bank/TD Bank account, you must use an updated routing number of 011103093 when setting up your accounts in QuickBooks 2007. This will enable you to download your account information successfully.
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Q:  I am seeing duplicate transactions in my account register in Quicken. What do I do to fix this?
A:  After you reactivate your accounts, you will need to delete any transactions that have been previously downloaded to ensure that your account register and balance is correct:
  1. In the Downloaded Transactions tab at the bottom of your account register, click on the transaction you wish to delete.
  2. Once the transaction is selected, you will have the option to Accept or Edit
  3. Select Edit -> Delete
  4. Continue these steps for all duplicate transactions.
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Q:  In Quicken, I cannot find “TD Bank Online Banking” in the financial institution list. I only see “TD Bank – Online Banking” with a dash (-). Is this correct?
A: 

A: 

If you are still seeing “TD Bank – Online Banking” in your financial institution list and you are not seeing “TD Bank Online Banking” after you have already removed your account from One Step Update, you will need to update your Financial Institution (FI) List. You have 2 options:

Option 1: Under the General Information tab when editing an account type in “TD Bank Online Banking” in the Financial Institution field. Click OK.

Option 2: Click Online from the main menu navigation, and select “One Step Update.” Remove the check mark from all boxes in the One Step Update menu. Run the update. This should bring your financial institution list up to date, and complete any available software updates.

Note: Windows Vista users may need to run Quicken as an Administrator to update the financial institution list. To do this, locate your Quicken icon, right click and select the option to “Run as an Administrator.”
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Q:  What if I'm getting an OL-238, OL-249 or OL-290 error when downloading my transactions in Quicken for Mac?
A:  One of the ways Quicken protects your online data is through the use of security certificates. These security certificates are only valid for a limited time, and the certificates used with Quicken for Mac 2005, 2006, and 2007 will expire soon. Click here and follow the directions on how to update your copy of Quicken.
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Q:  What if I'm getting an OL-392 error when downloading my transactions in QuickBooks?
A:  QuickBooks was unable to complete your request. This was likely caused by a communication error when QuickBooks attempted to connect to our servers. Please attempt your connection again.

Note: This step may need to be repeated up to 5 times. If the problem persists, please contact Customer Service at 800-493-7562.
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Q:  In QuickBooks, how do I update my Financial Institution List?
A: 

If you are still not seeing the correct TD Bank listing in your financial institution list, you will need to do the following:

QuickBooks 2008:

  1. Select the Banking menu and select Online Banking -> Set Up Account for Online Services.
  2. Click the Select your QuickBooks account drop-down arrow and select your account.
  3. Click Next.
  4. Click What if my Financial Institution is not listed?
  5. In the QuickBooks Help section under QuickBooks can’t find the name of your financial institution, scroll down and click Update the financial institutions list.
  6. Close QuickBooks Help and click Cancel to close the Set up Account for Online Services window.
  7. Select the Banking menu and select Online Banking -> Participating Financial Institutions.

QuickBooks 2007 and 2006:

Select the Banking menu and select Online Banking -> Available Financial Institutions.
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