Error adding Columbia Bank to One Step download

ht22
ht22 Quicken Windows Subscription Member ✭✭
edited 7:32AM in Download, Add/Update Accounts (Windows)

I am not able to setup Columbia Bank to One Step. I follow the process to add but when Quicken gets into the banks site to add the account I can't. Under the Actions area where you select what to do it has the wording "Don't add to Quicken". There is no dropdown option to select to add account or merge with an existing account. The bank says the issue is with Quicken and not at there end.

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Answers

  • ht22
    ht22 Quicken Windows Subscription Member ✭✭

    finally fixed the issue.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @ht22,

    Thanks for updating your post and letting us know the issue is resolved—we’re glad to hear it’s working now!

    If you happened to take any specific steps to fix the issue, please feel free to share what worked for you, as it may help others who encounter the same or a similar problem.

    Thanks again for checking back in!

    -Quicken Anja
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