One Step Update Doesn't Update

psuptspitt
psuptspitt Quicken Windows Other Member
in Download, Add/Update Accounts (Windows)
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.

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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".

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    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.
    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 perist.

    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.

  • psuptspitt
    psuptspitt Quicken Windows Other Member
    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
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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
    stacyhatesquicken Quicken Windows Subscription Member
    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
    mkalman115 Quicken Windows Subscription Member ✭✭
    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?

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