Quicken One-Step Updates not downloading for some accounts.

jjazzbel
jjazzbel Member ✭✭
edited September 2022 in Errors and Troubleshooting (Windows)
I discovered that my one-step update with 2 different entities, citi visa (switched from web connect to direct connect) and OneAZ CU (platform changed from direct connect to web connect) has not been downloading transactions, even though there are no error messages. Other banks/cards such as American Express and TD Ameritrade are working as expected.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @jjazzbel,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    First, could you please provide which version release of Quicken you have currently running?
    • Help > About Quicken

    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. However, I do recommend that you save a backup of your data file first (just in case). Then, please follow the instructions provided below.
    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!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • jjazzbel
    jjazzbel Member ✭✭
    Hi @Quicken Anja
    After working with quicken support earlier today to disconnect and reconnect, then clean the old installation and reinstall (I have used Quicken since 1997) it still wasn't bringing in new transactions.

    I found an article and one of the steps as skipped... close Quicken after the disconnect, reopen and reconnect. I tried disconnecting and reconnecting again, including this step. This brought in a lot more missing transactions.

    Next I followed your suggestion to logout and login again in the Quicken app and I got a few more transactions.

    I will keep close watch for the next week or so and see if this truly resolved the problem.

    Thank you for your suggestion.
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