One-step-update transactions not updating on one account

Lhoppy

When using the one-step-update process, the transactions from one account (Pacific Service Credit Union - PSCU) are not updating while all other accounts are updating normally. The resulting one-step-update summary page indicates all accounts successfully updated and no errors were listed. I subsequently navigated to the PSCU account gear icon and activated the 'Update now' feature. The resulting one-step-update settings box contained a grayed out 'Update Now' launch button and the PSCU account was not listed below the 'Download transactions and balances' header.

Screenshot 2024-02-12 161012.png

Next, I went to the Accounts List and reset the PSCU account but the problem continued.

This problem started approximately 3-4 weeks ago. I run Quicken on the Windows 11 platform.

Quicken Anja

Hello @Lhoppy,

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" 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!

Lhoppy

I performed the recommended actions as described above but the PSCU transactions did not update. The original problem remains.