How do I update my quicken Accounts from my bank?

john4nss
john4nss Member ✭✭
One time, about a month ago Express Connect downloaded some of my transactions, but I cannot get it to replicate.

Answers

  • Quicken Alyssa
    Quicken Alyssa Moderator mod
    Hello @john4nss,

    Thank you for coming to the Community with your question!

    Please go to Tools>One Step Update>Update Now.

    Do let us know if this is what you were looking for!

    Thank you!




    Quicken Alyssa

  • john4nss
    john4nss Member ✭✭
    > Alyssa, thanks but no help I still wind up with a message at the top that the latest update was 12/29/2021 by express direct connect. And the update had not been preformed.
    >
    > Over to you
  • Quicken Paloma
    Quicken Paloma Alumni ✭✭✭✭
    Hello @john4nss

    Thank you for your response. Could you please re/deactivate the affected account(s). Before starting the process please ensure you have made a backup of your current file. 

    For instructions on de/reactivating your account(s) please visit the link below. 


    When you have a moment attempt the steps from the Help Article and let us know how it goes! 

    -Quicken Paloma
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited January 28
    A couple of basic Q&A -
    What version ..... Help --> About Quicken
    What bank ?
    and .. no such animal - latest update was 12/29/2021 by express direct connect.


    QWin Deluxe Subscription - Win10
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    edited January 28
    And, "express direct connect" is a nonsense phrase.
    The possible download options are:
    • Direct Connect
    • Web Connect
    • Express Web Connect
    • It MIGHT also say "Yes (Improve Connection)' if you're using EWC but Direct Connect is available.
    You can look in the "Transactions Download" column of TOOLS, Account List (see the value adjacent to the account name) to see how this account is connected to the bank.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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