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Set up transaction download with some, but not all, accounts?

I set up some of our most active accounts for transaction download, but not all accounts. I cannot find a way either through the menus or help files to get Quicken to sync the setup files. Is the only way to make it work to have to set up all accounts?

Answers

  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    edited April 9
    Hello @mrooney

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    If you have not done so already, please take a moment to review the steps and information here, for enabling an account for transaction download.

    Please let me know if these steps answer your question!

    Thank you,

    -Quicken Tyka
    ~~~***~~~
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Quicken_Tyka your "here" link doesn't do anything.

    @mrooney have you tried to start One Step Update?
    This icon or Ctrl+1

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Quicken_Tyka
    Quicken_Tyka Moderator mod
    Hello @Chris_QPW

    Thank you for the tag, the link has now been updated!

    -Quicken Tyka
    ~~~***~~~
  • mrooney
    mrooney Mac Beta Beta
    Hi Quicken_Tyka,

    I do not see the Accounts window the way you displayed it. I believe that is a windows Quicken window. I am using the Mac version. Sorry, I did not make that clear from the beginning. 

    Regards,
    ..michael..
  • mrooney
    mrooney Mac Beta Beta
    In case you are wondering, the use case for downloading some transactions for some accounts instead of all accounts is some accounts are closed, some accounts do not have relationships with Quicken, etc.

    Regards,
    ..michael..
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