One Step Update

Barb V

Not working for some time. Call Quicken and have had many discussions about this. Ticket # after ticket #, they have escalated to a higher support team, and still no resolution. Just spent another hour on the phone to be told they are still working on it. Not happy. [Removed-Third Party Software]. Help.

Quicken Carlos

Hi @Barb V,

Thank you for reaching out to the Quicken Community!

Sometimes, a specific connected account can cause issues and slow down or freeze others during a One Step Update. Before proceeding, I recommend creating a backup of your data file.

If you haven’t tried this yet, please follow these steps to identify the issue:

• Open the Account List
• Select the first connected account
• Click the Actions (gear) icon in the upper-right corner of the transaction window
• Choose Update Now
• Repeat this process for each connected account until you identify which one freezes during the update

Once identified:

• Deactivate and then reactivate the affected account
• Run One Step Update again

If the issue persists

Disable Mobile & Web Sync

• Go to Edit > Preferences
• Select Mobile & Web
• Click Reset your cloud data and follow the on-screen instructions
• Sync your desktop file to the cloud

If you do not use Mobile & Web Sync:

• Go to Edit > Preferences
• Select Mobile & Web
• Turn the Sync toggle to OFF
• Attempt One Step Update again.

I hope this helps! Please let me know how it goes!

Quicken Carlos

Hi @Barb V,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.

Quicken Carlos

Hello again @Barb V,

I’m checking in once more before this thread is closed. Please let us know if you still need assistance.

Thank you!