One Step Update Says Successful, but No Transactions Show

System
System Member admin
in Download, Add/Update Accounts (Windows)
This discussion was created from comments split from: I am unable to download my transactions for Schwab accounts. Popup says my login is the same as my Q.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @frenchguy48,

    Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. Please, follow the steps below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password 
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • frenchguy48
    frenchguy48 Quicken Windows Subscription Member ✭✭
    I am having an issue with Schwab too. Direct connect does connect but transactions do not download. I tried resetting the 6 accounts and then updating. Got a message that accounts updated successfully and with 12 transactions. But no transactions are showing. This has been an off again on again issue with Quicken and Schwab since last November. I'm running Premier R32-10 on a windows 10 PC.
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Hello @frenchguy48,

    Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. Please, follow the steps below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password 
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • roofer21
    roofer21 Quicken Windows Subscription Member
    It worked! Thank you!
  • Quicken Anja
    Quicken Anja Moderator mod
    @roofer21 You're welcome!

    And thanks for the update, I'm glad to hear that worked for you. :)

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

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