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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Quicken One-Step Updates not downloading for some accounts.
jjazzbel
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.
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Quicken Anja
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.
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 persist.
Let us know how it goes!
jjazzbel
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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