Incorrect Customer ID on an Account

David Zigler

Windows 11, Ouicken Classic Version R61.21

I have an account setup called Household Savings.

Looking at the Account List, selecting Household Savings, clicking the EDIT button I find that the incorrect Customer ID is displayed. So when I do a One Step Update transactions on that account don't download.

How can I change the Customer ID

David Zigler

Update on this question. I found an answer:

Account Details>Online Services tab>Deactivate>General tab>remove all Financial Institution information in the upper right corner (including the Customer ID)>Online Services tab>Set up Now.During the setup process you will be given the opportunity to link it to your Quicken account.  Be sure to link it or Quicken might set up a brand new account for it.

However the above procedure didn't work. I was not given the opportunity to "Link it to Quicken", rather it says "don't add to Quicken"