One step update

SGReimann
SGReimann Quicken Windows Subscription Member
edited 9:21AM in Download, Add/Update Accounts (Windows)

Hello. I use the Quicken subscription, and my current version is R66.28. For many months, my banking information will not sync via one-step update. Recently, my Discover account will also no longer sync via one-step update. When I do the one-step update, I get stock updates, so I know the system is working. I don't get any error reports at all regarding the accounts updating. I have tried to reset my banking information many, many times. Please email me. Thank you.

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  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod
    edited 11:00AM

    Hi @SGReimann,

    Thank you for sharing your experience. I’ve checked your accounts on our end, and it looks like:

    • Discover Card is returning an FDP-350 error
    • ANB Bank accounts are returning a CC-800 error

    These errors indicate that the accounts need to be reauthorized. I understand that you’ve already tried resetting your banking information, so some steps may be familiar, but there are a few additional steps that could help.

    Step 1: Deactivate all affected accounts

    1. Go to Tools > Account List.
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List.
    3. In the Account List, select the account and click Edit.
    4. In the Account Details window, open the Online Services tab.
    5. Click Deactivate next to the online service.
    6. Confirm by clicking Yes.
    7. Repeat these steps for each affected account.
    8. Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

    Step 2: Reactivate and link the accounts

    1. Go to Tools > Add Account.
    2. Search for and select the Financial Institution.
    3. If prompted, choose the appropriate connection method.
    4. Follow the on-screen instructions to sign in.
    5. When the list of found accounts appears, make sure to select Link to connect them to your existing accounts (do not choose Add, as that would create duplicates). New link account.png

    If the issue persists, please reset your cloud with the following steps:

    1. Go to Edit > Preferences > Mobile & Web.
    2. Click Reset your cloud data.
    3. Type "yes" to confirm.
    4. Click Reset.

    Please let me know how it goes!

    Quicken Laura

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