One-Step Update Settings

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How do I delete accounts listed in this dialog box? They are closed accounts.

Thank you.

Comments

  • splasher
    splasher SuperUser ✭✭✭✭✭
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    Have you tried "hiding" them on the Account List (Tools menu)?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    By "They are closed accounts" are you saying that they have been closed at the bank?
    What is their status in Quicken? Have you marked them as closed, too?
    Accounts keep showing in One Step Update Settings as long as they are still connected for downloading.
    The minimum you need to do is to deactivate these closed accounts (Edit Account Details / Online Services tab / Deactivate)
    After that go into Tools / Manage Hidden Accounts and consider marking them as "close the account in Quicken". You should do so only if the account is correctly reconciled and shows $0.00 balance

  • bgambrill
    bgambrill Member ✭✭
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    I have a closed account showing in OSU list. It still shows as direct connect in the account details but I cant change it because it closed

  • bgambrill
    bgambrill Member ✭✭
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    It is a hidden account

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    More details, please.
    At the bank, has this account been closed?
    In Quicken, has this account register been "marked closed"? If so, when did you mark it closed: recently or several years ago?
    What happens when you try to deactivate the account?

  • bgambrill
    bgambrill Member ✭✭
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    Yes this accouunt has been closed at the bank - T Rowe Price

    The account was closed in Quicken with the last few months

    I am not given the option to deactivate it as it is Closed.

This discussion has been closed.