How do I add one of my accounts to One Step Update?

garrettgreen
garrettgreen Quicken Windows Subscription Member
edited September 2022 in Download, Add/Update Accounts (Windows)
I want to add one of my accounts to One Step Update
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  • Quicken Jared
    Quicken Jared Quicken Mac Subscription Alumni ✭✭✭✭
    edited September 2022
    garrettgreen said:
    I want to add one of my accounts to One Step Update
    Hello @garrettgreen,  

    I am sorry if there has been any confusion with respect to establishing online banking services. Thank you for inquiring about this here on the Quicken Community. 

    First, always save a backup by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Have you tried the steps listed in the following Support Article, linked here? Let us know if you are seeing any error messages and if you are experiencing any other issues. 

    I hope to hear back from you about this, if you have the chance to check back in with us. 

    Thank you,

    Quicken Jared 
  • garrettgreen
    garrettgreen Quicken Windows Subscription Member
    You misunderstood my question. It do not want to add another account to my Quicken. Rather, I want to add one of my existing accounts to One Step Update.
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Edit Account - Online - enable the connection 
  • garrettgreen
    garrettgreen Quicken Windows Subscription Member
    When I edit the account, it says "not available" under Transaction Download. So maybe there's no way to do update for this account.
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    What bank name ? 

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