Cannot activate one step update for Bank of America Accounts

jdparker225

I had one step update working for my three acounts at Bank of America but last one step update did not download transactions for all accounts - just one of the three. We are taling about transactions at least a couple of weeks old. So I tried reset account (twice) and deactivate/reactivate (once). None worked. What happens is that during the process to look up my accounts, it finds them but the options to link to existing account do not have options to link to the correct account for some of the accounts. In each attempt there was at least one account where the only existing account(s) I could link to were not the correct account. The results were not consistent. I think that in each case there was one account where I could link to the correct one but at least one of the other two allowed only linking to the wrong account - sometimes the wrong BoA account, sometimes an account in another bank.

Any idea how to fix this?

Thanks

Jim

Quicken Alyssa

Hello @jdparker225,

Thank you for sharing a detailed account of your experience. I am happy to help!

It is definitely strange that Quicken is suggesting you link to incorrect accounts, or just not allowing you to link to the correct accounts. It could be that Quicken thinks some of the accounts are already connected; therefore, it removes them as options to link to.

I think a good place to start would be to completely sever the connections with Bank of America and then reestablish them.

To do this:

1. Create a backup of your Quicken file first.
2. Deactivate all Bank of America accounts in Quicken.
   1. Select the Tools menu and select Account List....
   2. In the Account List, select the account you want to deactivate, and then click Edit.
   3. In the Account Details window, click the Online Services tab.
   4. Click Deactivate next to the service you want to disable.
   5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
   6. Click OK to the confirmation message.
   7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.
   8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
3. Revoke Quicken’s third-party access from the Bank of America website.
4. Check for any old/hidden accounts and disconnect those too if you find any.
5. Reactivate the accounts in Quicken.
   1. Go to Tools > Add Account.
   2. Select the bank for the deactivated account(s). If prompted, select the connection method.
   3. Enter your credentials and click Connect.
   4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
   5. Click Next then Done on the last prompt.

Let us know how it goes!