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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
"One Step Updating" feature is not reporting current info
MikeS248
When i use "One Step updates" Quicken fails to report current data from Discover and TD bank. I have to do a "reset" to get current transactions. This seems to have started when Quicken started "Express Web Connect" Whats going n?
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splasher
Discover allows for Direct Connect (DC) download connections, so you should de-activate those accounts and re-activate making sure that you get DC.
If it is the credit card, use
Discover Card
, for the financial institution, do not use
Discover Card Account Center
. You need to use
Advanced Setup
to select Direct Connect versus Express Web Connect.
If banking account, there is only one choice, Discover Bank, still use
Advanced Setup
to select DC.
Make a Quicken backup before doing any of this.
Richard Frey
Hi Splasher,
None of my Direct connect accounts are updating. They do not give an error. they just do not report current transactions. This began with Quicken's new download process a few weeks ago. This new procedure wiped out all of my Direct Connect accounts, which I was able to reestablish with the Deactivate/Reactivate procedure. At the time I did the DC accounts, I did not realize that Quicken had screwed up my Express connect accounts as well, because I was getting no errors. I have deactivated/reactivated all of my EC accounts several times with no success. I am not being offered the advanced features box on any of these deactivate/reactivate attempts. How do you get that feature to appear and do you have any advice?
splasher
If you do the "add account" process and at the appropriate point in the process where it asks to
add
the account, change the
add
to
link
and select the correct existing account.
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