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Express Web Connect issues

Guroose

I have 3 institutions who have moved to Express Web Connect and I have the same problem with all three. One step update shows successful, but the date reflects the first time this was set up in March and I never get any new transactions. Not any value in this. Do I have to do something different now to keep my accounts in sync?

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Accepted answers

UKR

Please do this:

Go to Edit / Preferences / Quicken ID & Cloud Accounts
Click the "Sign in as a different user" link on the right side.
Sign out, then sign back in to your Quicken account using your existing Quicken ID.

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Quicken Francisco

Hello @Guroose

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. It sounds like the accounts may not be connecting properly to the server. One thing we can attempt here if to resetup the accounts for download to see it that may help us with getting connectivity back up and running, I'll leave steps down below on how to do so.

First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below.

https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

https://help.quicken.com/pages/viewpage.action?pageId=3216277

Once you've done all of the steps see if you're able to get downloads back up and running. If not we'll see what we can try next.

Thanks,

Quicken Francisco

Guroose

That's exactly the process I went through in March to finally get them to reconnect. I have no interest in doing this every week to keep my accounts updated. That makes absolutely zero sense.

UKR

Please do this:

Go to Edit / Preferences / Quicken ID & Cloud Accounts
Click the "Sign in as a different user" link on the right side.
Sign out, then sign back in to your Quicken account using your existing Quicken ID.

Guroose

Interesting. Updating now, but have a message I've never seen before - "Your data is being synced to our improved cloud service. This is a one-time process and may take several minutes." Progress? I guess I'll know in a few minutes. Thanks!

Guroose

Thanks for the help, @UKR! Downloaded transactions and looks like I have some clean up to do, but nothing I can't handle. Will know for sure when I update again next weekend. Francisco, I hope you learned something!