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One Step, acts normal, but no longer syncs or updates transactions.

bruce_wilson

As of June 30th, One step update acts normally, but no transactions are syncing or downloading. I can see the credit card or checking account posts on my bank websites, however they no longer appear in the account register where they get matched, accepted, or posted. I am running the latest Quicken for Windows (R51.10). No error messages are present.

Note: Only Vanguard works properly. I contacted my bank and they informed me it is on Quicken side as the bank has make no changes to their banking system software that would effect the syncing.

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One Step Update

Accepted answers

Boatnmaniac

Have you tried to Reset those accounts? (Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account)

Have you tried Deactivate/Reactivate? (Make sure you backup your data file first. Also, it would be a good idea to enter the dollar amounts of the Opening Balance transactions into the Memo fields of those transactions…just in case this process changes the register dollar amounts of those transactions.)

Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate. (Repeat for each account if you have more than one account with that financial institution.)
Once the last of the accounts has been deactivated: Online Services tab > Set Up Now.
During the set up process, if/when Quicken prompts, be careful to make sure that the downloaded account(s) information is Linked to the appropriate account(s). Also, make sure that the Account Type and Account Nickname for each account are correct.

When the process is completed: Are the account balances correct?

If so, you are done.
If not, check the Opening Balances to see if they have been changed. If they have, correct them with the dollar amounts you had previously entered into the Memo field.
If the account balances still are not correct, scroll through the register looking for duplicate transactions. If you find any, decide which one you want to keep and delete the other. (Duplicate transactions should be within the last 90-days window but might go back further.)
If the account balances still are not correct, look for a 2nd Opening Balance transaction that has a more recent date than the original one. If you find one, delete it.
At this point your account registers should be back in balance.

If these steps do not resolve the issue or if the issue recurs, then perhaps it is that your runtime.dat file is corrupted and needs to be deleted and rebuilt. It's not as bad as that sounds. You can read up on the process in the thread at this link: Time date stamp [of last account update].

Did any of these things resolve the issue for you?

All comments

NotACPA

What bank? Because US Bank is misbehaving with Q.

Boatnmaniac

@bruce_wilson - In Account List, do the accounts at issue show N/A or have an old, not current date?

In the Account Registers of the accounts in question: At the top on the left under the Account Name, does it say what connection method the accounts are set up with is what and the date/time of the last download is?

bruce_wilson

Thanks for responding. Under each effected account "Express Web Connect" is the connection.

Boatnmaniac

What about the date/time of the last downloads?

bruce_wilson

All bank / Credit Cards indicate the last download was 7/14 @ 12:25 p.m.

Boatnmaniac

Have you tried to Reset those accounts? (Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account)

Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate. (Repeat for each account if you have more than one account with that financial institution.)
Once the last of the accounts has been deactivated: Online Services tab > Set Up Now.
During the set up process, if/when Quicken prompts, be careful to make sure that the downloaded account(s) information is Linked to the appropriate account(s). Also, make sure that the Account Type and Account Nickname for each account are correct.

When the process is completed: Are the account balances correct?

If so, you are done.
If not, check the Opening Balances to see if they have been changed. If they have, correct them with the dollar amounts you had previously entered into the Memo field.
If the account balances still are not correct, scroll through the register looking for duplicate transactions. If you find any, decide which one you want to keep and delete the other. (Duplicate transactions should be within the last 90-days window but might go back further.)
If the account balances still are not correct, look for a 2nd Opening Balance transaction that has a more recent date than the original one. If you find one, delete it.
At this point your account registers should be back in balance.

Did any of these things resolve the issue for you?

bruce_wilson

Resetting the accounts worked. Thanks for the help.

Bruce