One-Step not working

Question

Quicken Classic (Canada), R56.9, Build 27.1.56.9 on Windows 11

I've been using the product for a number of years, but stopped using it some years back, and recently tried to start up again.  With such a long gap of time, would I be best to remove all my accounts and then add them back in as new ones, then sync current data?

My main accounts at a particular bank do the One-Step Update, but don't actually sync past the last time (in some cases, 2019 or 2020.)  I have managed to sync successfully with a credit union account for which I use Web Connect, but just recent transactions. appear (2024.)

Thanks for any help, or pointers on how to get things re-started.

Wastrel865 · Answer

Thanks, that's helpful, but I've already disabled that account.  Sorting the accounts in the display list is really tedious for some reason.  It seems they have to be sorted by type, i.e., chequing, savings, credit.  Not what  want.  I also had to delete my newly-entered credit card account because it insisted it was a chequing account, not a credit card.  Sigh.  What a roach motel (I used to be in SW QA.)

Arctic Hare · Answer

If you click CTRL-J it will bring up the list of scheduled bills & deposits. Then select the "Monthly Bills & Deposits" tab/view, which lists the account used for each scheduled transaction. You should be able to find the scheduled transactions that you need to delete here.

Wastrel865 · Answer

Further…I managed to disable a couple of the old accounts. Not quite out of the woods yet, but getting there.