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How to delete downloaded transactions from the Online Center

foonberg

I am having continued troubles downloading transactions from Schwab. While trying to address this issue by deactivating and reactivating those Schwab accounts on Quicken, I noticed that there are several downloaded transactions in the Online Center. I followed the directions in a previous discussion:

https://community.quicken.com/discussion/7895481/transactions-in-online-center-not-showing-in-downloaded-transactions-in-the-register

But, that doesn't work for me. After validating and super-validating my Quicken file, those transactions remain in the Online Center and are preventing me from addressing the Schwab issue.

Can anybody point me to a solution that might work?

Thanks!

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[Deleted User]

@foonberg - is the button the right "Compare to Register" greyed out? If not, I think clicking on it is another way to clear these transactions.

foonberg

Hi Damian,

The "Compare to List..." button is not greyed out. When I click on it, it takes me to the register, where there are no "Downloaded Transactions", "Bill and Income Reminders", or "Placeholder Entries". If I think click on "Update Transactions", it goes back to the "One Step Update Process" which results in no change in the list of transactions in the Online Center.

Alan

[Deleted User]

@foonberg - Try this - go to back to the Online Center. In the upper left of the window there should be "Delete" right under "Online Center". Highlight an item and hit that "Delete". I think this should get rid of the item. I am not sure if you need to delete each item one at a time, or if you can highlight all of them and delete.

foonberg

Damian, thank you again for your reply. Unfortunately, the "Delete" button is always greyed out, no matter which Financial Institution, Account, or Transaction I highlight.

Chris_QPW

Did you toggle the "Automatically add to banking registers" preference as suggested?
Also note that there is a setting in the Account Details -> Online Services tab (a link) that overrides the global setting that you might have to make sure isn't in force off mode (as it shouldn't be in No mode).

foonberg

Hi, I did toggle the "Automatically add to banking registers" preference as suggested in the discussion to which I provided a link. I tried it again, and the Online Center still shows transactions that I can not disposition. Regarding your question about Edit Account Details -> Online Services -> Automatic entry, are you suggesting that I set it to "Use the general account preference", "Yes", or "No"? By the way, I wanted to try to "Deactivate" online services, but I cannot deactivate it while there are downloaded transactions that must be first be accepted into the account register or transaction list.

Chris_QPW

Try holding down Ctrl+Shift when clicking on Deactivate.

foonberg

The behavior when clicking "Deactivate" with or without Ctrl+Shift is the same. "Quicken can not edit <account name here> because there are downloaded transactions that must first be accepted into the account register or transaction list. Finish accepting the downloaded transactions, and then try again."

foonberg

I just spent about an hour on the phone with Johnny, a wonderful customer service rep from Quicken. He addressed my concerns and talked me through some steps, during a screen-sharing session, to alleviate my problems. The overall strategy was to deactivate on-line services for the accounts in question, and then re-activate them. Since I had transactions in the Online Center, I wasn't able to review, incorporate, or delete those transactions. The trick was to select "No - Never automatically add transactions for this account" in the "Automatic entry" menu for each account. Then, I was able to review and delete the recently-downloaded transactions. Johnny also advised me not to do either an account validation or super-validation more than twice a day, because the third time is known to damage your Quicken file. When I asked about the cause for my concerns, Johnny guessed that it was due to site updates on either Schwab, Fidelity, or Quicken when I was trying to download transactions. I hope this summary helps somebody else - and helps me if/when this problem re-occurs in the future.

[Deleted User]

@foonberg - I am very glad and relieved that you got this issue resolved. Very interesting and useful information you shared. Thank you. It was also good to hear about a positive experience with the Customer Service Team.

mshiggins

foonberg said:

I just spent about an hour on the phone with Johnny, a wonderful customer service rep from Quicken.

...

Johnny also advised me not to do either an account validation or super-validation more than twice a day, because the third time is known to damage your Quicken file.

I am not sure I believe Johnny's assertion that more than 2 validates a day is known to damage a Quicken file.