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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Synchrony Bank One Step Update
Dr J G
One step update with Synchrony Bank is extremely slow. Any suggestions ?
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Quicken Anja
Thank you for following up.
If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "rediscover" all available accounts and see if this will help resolve it
.
Please, follow the instructions below in order to do so.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
If present, select the
Show Hidden Accounts
checkbox at the bottom of the Account List
Edit
each account with this financial institution to
Deactivate
(or
Remove From One Step Update
) on the Online Services tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields.
Note:
The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools >
Add Account
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
Once that is done, see if the issue still continues to persist.
I hope this helps!
All comments
Quicken Anja
Hello
@Dr J G
,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
To gain a better understanding of what you're experiencing; are you only experiencing this slow processing time when updating Synchrony Bank accounts, or with other accounts from other financial institutions as well?
Thank you!
Dr J G
Yes, this only occurs with Synchrony Bank . I realized it was Synchrony when I isolated the single download.
Quicken Anja
Thank you for following up.
If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "rediscover" all available accounts and see if this will help resolve it
.
Please, follow the instructions below in order to do so.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
If present, select the
Show Hidden Accounts
checkbox at the bottom of the Account List
Edit
each account with this financial institution to
Deactivate
(or
Remove From One Step Update
) on the Online Services tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields.
Note:
The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools >
Add Account
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
Once that is done, see if the issue still continues to persist.
I hope this helps!
Dr J G
Thank you, Anja. Followed your advice and now the download seems to be working much quicker.
Quicken Anja
Thanks for the update! Glad to hear that worked for you.
Dr J G
Anja, I'm sorry to report that Synchrony is still taking a long time during the One Step Update. Must be something going on at Synchrony. Thank for the help anyway.
Quicken Anja
Thank you for coming back to update.
If you're still experiencing it, then I'd recommend reaching out to
Quicken Support
directly for further assistance and possible escalation if they see fit.
I apologize for any inconvenience! Thank you.
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