Financial institution connection(s) need an update

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btseed
btseed Member ✭✭
In the last few days, every time I go to do the one-step update for USAA, Quicken states 'Your financial institution connection(s) need an update'. I have done it several times, but it continues to ask as if it hasn't been done.
Any suggestions on how to fix this.
Thanks

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
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    Hello @btseed,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    Before you attempt any troubleshooting, please save a backup of your data file first (just in case).

    Then, 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.

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. 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.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. 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
    9. 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.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Options

    Hello @btseed,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    Before you attempt any troubleshooting, please save a backup of your data file first (just in case).

    Then, 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.

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. 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.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. 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
    9. 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.

    Let us know how it goes!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • btseed
    btseed Member ✭✭
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    Hi Anja,
    Thank you so much for your help. That seems to have resolved the problem.
    Thanks again,
    btseed
  • Quicken Anja
    Quicken Anja Moderator mod
    Options

    You're welcome and thanks for the update! Glad to hear that worked for you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.