Online account reactivation and setup linking to wrong accounts

B&H
B&H Quicken Windows Subscription Member
edited March 12 in Download, Add/Update Accounts (Windows)

This has been going on for several weeks now and has not been resolved. Accounts that used tone suddenly are no longer linked and when trying to reactivate the linking process only offers checking accounts when the account that is trying to be reactivated is a credit card.

When will this be fixed?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @B&H,

    Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance!

    Quicken Kristina

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  • astalvey
    astalvey Quicken Windows Subscription Member ✭✭

    Here's a manual fix:

    1. For each involved account, open the register, note the ending balance, scroll to the top, then note the Opening Balance balance (based on a Payment or Deposit).
    2. Go to Tools > Account List to bring up the Account List and click "Edit" by the account, then click on the "Online Services" tab.
    3. If the account is set up for online services, click "Deactivate," then click "Yes."
    4. Click on the "General" tab and clear (blank out) the "Financial institution" and "Account Number" fields, then click on "OK" to save the changes. Repeat for ALL accounts with this same bank (if there is more than one).
    5. If a credit card is linked to a bank account and you need to "unlink" them, repeat Steps 2-4 for that account.
    6. For each account "deactivated," follow step 2 to access the "Online Services" tab, then click on the "Set up Now..." button and follow the prompts to re-establish online services and connect them to the correct Quicken accounts.
    7. BEFORE accepting downloaded transactions, verify that the Opening and ending balances for each account were NOT modified by Quicken. If they were, re-set the opening Payment or Deposit field to the original value you logged earlier to correct the ending balance.

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