Can't deactivate online services because of unaccepted transaction which doesn't appear anywhere

Dave Moffat

I am using Quicken Classic Premier for Windows. I am on the latest update of Windows 11.

I would like to deactivate the online services for one of my Schwab accounts. When I try, I get the following message:

I cannot find any unaccepted transaction. All have been cleared. I have run the Verify and Repair utility multiple times to no avail.

How can I find the problematic transaction(s) and correct them?

cyberphile

Have you tried the Super Validate option? From a Quicken article:

If the issue persists, since Validating gets stuck, try running a Super Validate.

Prior to running the Super Validate, please backup your Quicken file. Once your file is backed up, follow these steps:

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.   

If it gets stuck during the Super Validate or if the issue persists after the Super Validate is complete, the next step would be restoring a backup from before the issue started and checking to see if the issue persists in the newly restored file.

Note: Please ensure you are giving it adequate time to complete. Sometimes a super validate can be time consuming if the file is large or there are a lot of issues it needs to fix.

Quicken Anja

Hello @Dave Moffat,

If the above instructions for Super Validate fail to resolve your issue, then please right-click the account experiencing this problem in the Account List sidebar and select Edit/Delete Account. Then, navigate to the Online Services tab and check if "Automatic entry is: ..." is set to On or Off (see below).

Please click on it and select the opposite choice of what is currently selected. If it is set to "No - Never...", please switch it to "Yes - Always…" or vice versa (see below). Doing so should allow you to deactivate the account without getting the error message again. You can switch this setting back after reactivating the account.

Once that is done, attempt to deactivate the account. If needed, please follow the steps found in this support article to deactivate. Once deactivated, please reactivate through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account(s) have been found, link to the existing account(s) you have already set up in Quicken.

Let us know how it goes!

cyberphile

Have you tried the Super Validate option? From a Quicken article:

If the issue persists, since Validating gets stuck, try running a Super Validate.

Prior to running the Super Validate, please backup your Quicken file. Once your file is backed up, follow these steps:

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.   

If it gets stuck during the Super Validate or if the issue persists after the Super Validate is complete, the next step would be restoring a backup from before the issue started and checking to see if the issue persists in the newly restored file.

Note: Please ensure you are giving it adequate time to complete. Sometimes a super validate can be time consuming if the file is large or there are a lot of issues it needs to fix.

Quicken Anja

Hello @Dave Moffat,

If the above instructions for Super Validate fail to resolve your issue, then please right-click the account experiencing this problem in the Account List sidebar and select Edit/Delete Account. Then, navigate to the Online Services tab and check if "Automatic entry is: ..." is set to On or Off (see below).

Please click on it and select the opposite choice of what is currently selected. If it is set to "No - Never...", please switch it to "Yes - Always…" or vice versa (see below). Doing so should allow you to deactivate the account without getting the error message again. You can switch this setting back after reactivating the account.

Once that is done, attempt to deactivate the account. If needed, please follow the steps found in this support article to deactivate. Once deactivated, please reactivate through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account(s) have been found, link to the existing account(s) you have already set up in Quicken.

Let us know how it goes!

Dave Moffat

Thank you both. The Super Validate didn't work on it's own. I proceeded with Anja's steps and that didn't appear to work. I then closed Quicken, waited ~5 seconds, then reopened it. The account in question once again showed that there were transactions to accept (it's been showing that for years but whenever I would click the account there would be nothing to accept). This time, however, two Near Match transactions from 2021 appeared! I was able to accept them and then deactivate the account.

Thank you both for your help.

Quicken Jasmine

Hello @Dave Moffat,

Thank you for coming back to let us know! I am happy to hear that you were able to get the issue resolved!