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One Step Update Issue

NickOfTyme

Some time back I started to add a bank to One Step Update then decided not to. When I execute the One Step it asks for the banks logon credentials - several times. I keep clicking Cancel and also Back/Cancel but I can't shake it.

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Online Banking

Accepted answers

NickOfTyme

I tried deleting the financial institution and account number in the Edit/delete account. Ran "One Step" twice. No prompt for bank logon...
Put the acct number back & ran "One Step" again - no prompt. I replaced the Financial Institution name & restarted Quicken. No erroneous prompt. I have no explanation but I'll take it.

All comments

splasher

You may have decided not to, but it sounds like you got it setup anyway.

Go to Tools->Account List, then select "edit" for the account in question. That will pop-up the Account Details window. Select the Online Services tab and click on Deactivate button.

NickOfTyme

The Tools/Account List/(institution)/Edit only has an option to "Set Up Now..." (??)

splasher

Then I can't explain why you are being asked for the credentials, "Set Up Now" indicates that the connection wasn't made as I thought it might have been.
You might try doing a Validate (File menu) to see if that fixes it.
Are you by chance using QMobile/QWeb?

NickOfTyme

splasher

I was going to next suggest creating a new account, copying the transactions from the existing account to the new account and delete the old account, but since you resolved it, no need to.

NickOfTyme

Thank you to all that responded