One Step Update (OSU) Settings Not Applying

KarlVK

Every time I use OSU, I have to "check" one of my accounts. I have tried to "check" it and then "apply" the settings, but they never save, and then next time, I have to "check" it again. What do I need to do to do to fix this?

Quicken Kristina

Hello @KarlVK,

To assist with this issue, could you please provide more information? When did this issue first start? Which financial institution is the problem account with? Are there any other accounts connected to that same financial institution in your Quicken? Does the account successfully update when you select it and run OSU?

If you haven't done so already, I suggest that you try validating and/or super validating your data file.  This may correct the issue if it's being caused by file specific problems. Please save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.   

I hope this helps!

KarlVK

This problem started about 9 months ago. The account(s) are at Truist and there are several accounts & they all update normally when the Truist box is checked. I have run Validate & SuperValidate on the file already & it didn't fix anything.

Quicken Kristina

Thank you for your reply,

Normally, the next step would be restoring a backup from before the issue started, but considering how long this has been going on, that probably wouldn't be a viable option.

I suggest that you try creating a copy of your data file which will rebuild all of the internal lists and database tables. If successful, you would then move forward with the copied file. To create a copy, please navigate to File > Copy or Backup File... > Create a copy or template (see examples below) which will also allow you to select a date range to move forward with.
If you wish to move forward with your entire data file, please check the full date range of your entire data file before copying so you can enter the correct date range if you do not wish to "shrink" your file by eliminating certain dates.

It's important to know that all online services will be disconnected in the copied file, and you will need to sign back in with your Quicken ID and reconnect all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward. The reason for this is that the new copy also creates a new and separate dataset ID.

If the issue is not resolved in the copied file either, then feel free to switch back to your original file.

Please let me know how it goes!

sourabhsagar01

Thank you