How to switch online account reconciliation from auto to manual?

BillyB

Help documents reference a switch in the reconciliation option of the register settings drop down menu but none comes up for me. Rather, it takes me directly into the reconciliation window showing the list of all transactions to be reconciled and I see no switch there. Can you tell me how to find it?

Quicken Francisco

Hello @BillyB

Thank you for reaching out on the community and telling us about your issue. I think you may have auto reconcile using online balance on. 

Inside your account column right click on the account and select edit/delete account. On the popup across the top select online services. In the bottom right you'll see reconcile online balance. Select this off and click OK. Try reconciling your selected account. This will show the option at the bottom with auto reconcile downloaded transactions. You'll be able to select if off from there.

Please let us know if this helps resolve the issue for you.

Thanks,

Quicken Francisco

Quicken Francisco

Hello @BillyB

Thank you for reaching out on the community and telling us about your issue. I think you may have auto reconcile using online balance on. 

Inside your account column right click on the account and select edit/delete account. On the popup across the top select online services. In the bottom right you'll see reconcile online balance. Select this off and click OK. Try reconciling your selected account. This will show the option at the bottom with auto reconcile downloaded transactions. You'll be able to select if off from there.

Please let us know if this helps resolve the issue for you.

Thanks,

Quicken Francisco

BillyB

Thanks much Quicken Francisco! I spent a fair amount of time looking for this. So easy, when one knows where to look. Thank you for resolving this conundrum!

Quicken Francisco

@BillyB

Awesome to hear that you were able to get it solved. If you do have any other questions please let us know!

Thanks,
Quicken Francisco