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One Step Update has stopped working

EddieB1

Hi there,

Ever since I updated the latest version of Quicken (R64.35) One Step Updating has failed to work. I've tried this on different financial accounts and two different computers with the same result: the update freezes almost immediately, and each time I must press alt-control-delete to end the task. I've been a Quicken user literally since the 1990s, and am extremely frustrated. Can anyone help?

Thanks.

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Frankx

Hi @EddieB1

Have you tried reverting to the last version that worked for you? I know that is not an ideal solution, but it might help us to understand whether the problem lies in the new version, or is something else.

Let us know and we'll go forward from there.

Frankx

Quicken Alyssa

Hello @EddieB1,

Thank you for sharing yoru experience.

Here is a link to the Windows patches, if you would like to try rolling back to a previous version like @Frankx has suggested.

I agree that this is a viable troubleshooting step and will help us rule out whether or not this issue is related to the latest release or something else. The version previous to R64.35 would be R64.30.

Hope this helps!

gary24

I have had the same issue with my updates since the latest update. I have not yet done the update reversion.

KAYD

I am having the same problem. Have called support. If I go to old version, will that mean I lose all transactions entered post Sept 2025?

Quicken Alyssa

Helo @gary24 & @KAYD,

Thank you both for adding to this discussion.

@KAYD,

Thank you for reaching out to support, and I can see your issue has been escalated. No, you will not lose anything if you roll back to a previous version.

@gary24,

If you do try it, let us know how it goes!

Thanks again!

gary24

@Quicken Alyssa, I had to go back to R64.25 before I was able to get a good upload of my Chase transactions.

KAYD

Are there steps or guides to go back to an old version. I looked and did not see a way to do it.

Quicken Alyssa

@gary24,

Thank you for following up to let us know. Are you now able to update your software to the current version and update accounts without issue?

@KAYD,

Here is a link to the Windows patches. You would select the patch you wish to use and download it. Once it's downloaded, go through the prompts to install it.

Hope this helps.

gary24

@Quicken Alyssa, not yet. I'm not willing to update until the next patch is offered. That was painful.

Quicken Alyssa

@gary24,

That's understandable.

Just so you know, R65.15 was stage-released today. So if you don't have access to it yet, you should very soon.

Hope that helps!

KAYD

I finally have my downloads working. My bank helped me out by noting that you had changed the login procedure. Instead of my bank ID then username then second window for password. It is only my username and password on the same page.

This was a rough update.

bdadams1

Same here, One step not updating, tried going back to pervious R64.25 and still did not work…this is not acceptable! Come on Quicken get it right before you release a update! Where is the fix for this!

Quicken Alyssa

@KAYD,

Thank you for the update. I am happy to hear your bank was able to help you out with that.

@bdadams1,

Thank you for adding to this discussion. I have some follow-up questions for you.

Are you having this issue with one specific bank, or are all banks affected?
What exactly is happening on your end when you try doing a One Step Update?
Are you seeing any error codes?
Where is your data file located?
Is your file being synced/backed up by any third-party services like iCloud, OneDrive, or Norton?

Looking forward to your response.

Jeffrey Coats

One Step Update is still not working after trying everything you suggested here including installing the Patch.

HELP!

TJandDi

One step update has not worked for me for a few months. I just updated to version R65.17 and the problem still exists. The update just appears to freeze or get count in an infinite loop. The only way out is the ctrl-alt-del keys. Is Intuit working on this problem?

Quicken Alyssa

Hello @TJandDi & @Jeffrey Coats,

Thank you both for adding to this discussion.

Please answer the following questions.

Are you having this issue with one specific bank, or are all banks affected?
What exactly is happening on your end when you try doing a One Step Update?
Are you seeing any error codes?
Where is your data file located?
Is your file being synced/backed up by any third-party services like iCloud, OneDrive, or Norton?

Looking forward to your responses.

TJandDi

Thanks for your request. I will try to answer each item.

All banks and investment houses are affected. I tried to update just one bank and it failed.

The blue dot in the progress circle goes around a few times and then stops. Then the cursor keeps blinking and showing a solid blue circle and never stops blinking. Solution is the Ctrl-Alt-Del keys.

No error codes are displayed.

My data file is on my C drive (an SSD) of my Dell desktop.

My file is being synced/backed up on OneDrive. My system is Windows 11 Pro.

Also, I have Quicken installed on 2 laptops (a 15 inch and a 17 inch). Both laptops have experienced the same One Step Update problem.

I have been using Quicken regularly since about 2000 to keep track of our income and expenses (primarily with Chase) and investments (with Fidelity). This problem has been going on for about a month. Let me know it here is any additional information you need.

Thanks, Tom Johnson

Quicken Alyssa

@TJandDi,

Thank you for following up with those additional details.

First thing, I want to suggest that you exclude your active data file from the OneDrive backup/sync. It is ok to have your backup file included in this, but doing it with your active data file can cause it to become damaged.

Definitely interesting that it's happening on two computers. Are you using the same files on both computers?

One thing we can try is validating your data file.

To do this:

Save a backup.
Go to File.
Select Validate and Repair file…
Check the first box for Validate file.
Click Ok.

Once the validation has completed, it will produce a report of anything it has found/corrected. After this, try updating your accounts, and let me know if anything has changed.

Thank you.

MBat80

I am having the same issue since mid November. I just upgraded to R65.17 and One Step Update still doesn't work. It looks like it is going to update and then just hangs forever. I have to manually kill the process.

Update…after reverting to R64.30 I was able to run One Step Update, but not all my accounts synced. My Chase, Discover and Wells Fargo accounts would not sync. It just says a new version of Quicken is available to download when I try to manually update now.

Quicken Alyssa

Hello @MBat80,

Thank you for adding to this discussion and letting us know you are having this issue as well.

Can you answer a couple of questions for me, so we can establish a good starting point?

Are you using a VPN, Antivirus, or Firewall?
- If so, can you try disabling it and then running the One Step Update?
Where is your data file located?
Is your file being synced/backed up by any third-party services like iCloud, OneDrive, or Norton?

Looking forward to your response!

MBat80

Alyssa…I am not using a VPN and just the built in Windows AV and Firewall. My data file is located in my documents folder and is backed up using OneDrive. I have disabled syncing temporarily and it did not seem to fix anything.

UKR

My data file is located in my documents folder and is backed up using OneDrive

That is, I suspect, where the fly's in the ointment, so to speak.
You should NOT allow OneDrive to touch the actual Quicken data file while Quicken is running. But you can allow the Automatic Backup created as you close Quicken to be processed by OneDrive.

So, please tell us: What's the complete Path name of your Quicken data file, e.g., is it C:\Users\_your_username_\Documents\Quicken\???.QDF or is it C:\Users\_your_username_\OneDrive\Documents\Quicken\???.QDF or is it something else?

MBat80

The path is C:\Users\Mark\OneDrive\Documents\Quicken\QDATA.qdf.

So you are saying my main Quicken file should be in a location not touched by OneDrive, but allow my automatic backup folder to be in OneDrive.

I understand that, but I disabled OneDrive temporarily while running the new version of Quicken and it still did not download the transactions as before.

Quicken Alyssa

@MBat80,

Thank you for following up.

You would want to move the data file off of OneDrive to the default location. That location, as mentioned by @UKR, is C:>Users>username>Documents>Quicken.

Once moved, you would then want to validate the file.

To do this:

Save a backup.
Go to File.
Select Validate and Repair file…
Check the first box for Validate file.
Click Ok.

Once the validation has completed, it will produce a report of anything it has found/corrected. After it's completed, check to see if you can now update your accounts.

Let us know how it goes!

MBat80

After completing the steps you outlined above the One Step Update process completed mostly as expected. I had to reset a handful of my accounts, but all is good now.

Thanks

Quicken Alyssa

@MBat80,

Thank you for following up to let us know your issue has been resolved.

If you need more help, don't hesitate to reach back out!

Thanks again!