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One Step Update Doesn't Update

psuptspitt

When I run One Step Update, it says that it is complete but has not downloaded any transactions. This problem began when I had to reinstall Quicken on my computer, but I'm still using the same database that I had before.

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Accepted answers

UKR

psuptspitt said:

That did it! While I'm asking, I have a second question. How do I ensure that newly downloads transactions are "cleared" rather that "reconciled"?

"Auto-reconcile" can be controlled here:
Go into Edit Account Details for each of the accounts where you want to turn off Auto-reconcile.
Select the Online Services tab.

At the lower right of the window click to remove the checkmark at "Reconcile using online balance". Click OK.

Next time you want to reconcile the register, manually start a Reconcile process and in one of the popups select "Use Paper statement".

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Quicken Anja

Hello @psuptspitt,

Thank you for reaching out to the Community and telling us about your issue, though I apologize 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.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password

Once that is done, see if the issue still continues to perist.

Let us know how it goes!

psuptspitt

That did it! While I'm asking, I have a second question. How do I ensure that newly downloads transactions are "cleared" rather that "reconciled"?

UKR

psuptspitt said:

That did it! While I'm asking, I have a second question. How do I ensure that newly downloads transactions are "cleared" rather that "reconciled"?

"Auto-reconcile" can be controlled here:
Go into Edit Account Details for each of the accounts where you want to turn off Auto-reconcile.
Select the Online Services tab.

At the lower right of the window click to remove the checkmark at "Reconcile using online balance". Click OK.

Next time you want to reconcile the register, manually start a Reconcile process and in one of the popups select "Use Paper statement".

stacyhatesquicken

Thank goodness for this post. Nothing had changed with my Quicken installation other than one-step update suddenly failing with no errors. Add better error handling here, Quicken!

mkalman115

I have had this same issue twice in the last week. I've re-signed in as a "different user" and was able to successfully update, but WHY does this keep happening and how can I prevent it?