How can I keep the selections in One Step Update?

JAM

It used to be that all I had to do was click on One Step Update icon and enter my password and all of my accounts would be updated. Sometime in the last month or so this changed so that now I click on the icon, enter my password and nothing happens. I have to click the icon again and select the accounts (all) to update. To my way of thinking this voids the term One Step Update. Is there a way around this that I haven't found?

Tom Young

After opening Quicken click on Tools > One Step Update > enter your password > Settings.  Make sure all Accounts are selected, click Apply and then Close.  That should work.

JAM

Tried what you suggested. Then I exited Quicken went back in and all of the selections were blank again. Nothing seems to keep the selections from one session to the next. Thanks anyway.

NotACPA

@jam, that would suggest that your Q data file is corrupted.  Have you tried Validating it?  FILE, File Operations, Validate and
Repair ... then be sure to click VALIDATE and "Repair Investing Lots" before you click OK.

JAM

Thanks for the suggestion but this didn't work either. Appreciate your trying to help.

its the details

I have had the same problem for a long time. Tried all of these. Unfortunately, it forces me to do a quote update first and then I can select all accounts. It should just "remember" the setting, but it does not.

JAM

Thanks for replying but this is not my problem. My OSU settings are blank each time I go into the Update.

Quicken Anja

Hello @JAM,

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.

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!

JAM

Thanks for replying. I did what you suggested and still can't keep my OSU selections from one sign-in to the next. I really think this is a program problem and the fix will have to come from Quicken. Thanks again.

Quicken Anja

Thanks for the update!

At this point, I recommend that you reach out to Quicken Support directly instead, for more extensive troubleshooting and possible escalation if they see fit.

Please, click here to review Quicken Support's hours of operation.

JAM

I sent this to them about a month ago but will send it again. Thanks

JAM

contacted Quicken chat. It took an hour + and a totally clean install but my problem was solved. Thanks to everyone for you help.

Quicken Anja

@JAM Thanks for the update! Glad to hear support was able to resolve the issue for you. (: