Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
After adding accounts, see if you are experiencing the same problems in this test file.
To make placeholders visible, go to Edit > Preferences > Investment Transactions and make sure the Show hidden transactions box is checked.
Placeholders will have a gray background in the account’s transaction list (register) even if they are not selected, and will have “Entry” in the Action column.
Placeholders compensate for missing or incorrect investing transactions by forcing Quicken’s share balance for a security to match a specified value on the Placeholder date. This is usually the share count downloaded from your financial institution (FI).
Placeholders also prevent new transactions like Bought and Sold prior to the Placeholder date from affecting the account’s cash balance. This shows up as N/A in the Cash Amt column of the transaction list.
For information on resolving placeholders, please see this FAQ:
Grammy605 said: Jasmine, thank you, but the account is not connected. I stopped subscribing to the service, so I am manually entering all transactions.