I am getting requests from Quicken to reauthorize my bank accounts. I go through the process, the bank says it is approved but it is not taking affect in Quicken. It is clearly failing in Quicken. How do it fix this.
If you haven't, try calling them. Sadly the ONLY way is to disconnect each account and re-connect. I had this happen to me last week when i deleted a Brokerage account to reset it. It broke that service completely for all my accounts. After re-connect, it worked. Sorry for your time to do all this. I'm having a lot of issues that are making think of jumping the quicken ship. Sad, I have been here for 30 years plus.
Hello @Thomas1005,
Thank you for letting us know you're encountering this issue. As @ScottLake said, if the reauthorization prompt isn't successfully reauthorizing your accounts, you will need to deactivate and reconnect the accounts. To do this, first, backup your Quicken file. Then, deactivate all of your Bank of America accounts by following these steps from our article on deactivating accounts:
1. Select the Tools menu and select Account List....
2. If you see the option to show hidden accounts, select it.
3. In the Account List, select the account you want to deactivate, and then click Edit.
4. In the Account Details window, click the Online Services tab.
5. Click Deactivate next to the service you want to disable.
6. Click Yes to the message confirming if you want to disable this service.
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.
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.
Once all of your Bank of America accounts are deactivated, reconnect them by navigating to Tools>Add Account and following the prompts. When you get to the Add/Link screen, carefully link to the existing accounts in your file.
Please let me know how it goes!
I am given the options of "Deactivate" or "Reset". Is the Reset a better option? The reset may not work since there is also a card with this account. I didn't do the Reset now on risk it would send me down another road.
If I do the Deactivate/ Reconnect option will it create a new set of accounts or how do I point it the accounts I have been using? There is lots of uncleared & unreconciled data in that account. At some Quicken update in the past, with another institution, it created new accounts and created quite a mess to get them in sync.
Thank you
Hi, I tried Kristina's steps and it says I have downloaded transactions that need to be accepted. It seems like all my accounts are in there twice. Any help would be appreciated. Thank you.
Thanks Sharon, That was my concern. I never did get the mess totally cleared up. It is a major problem if the account has lots of activity.
Kristina: How do I/We merge the new accounts with the old ones, if I deactivate and reconnect?
I followed the reactivation process for my Bank of America Credit Cards and worked. Thanks
Thank you for your reply,
If you deactivate and reconnect (linking the original accounts), the new information should download into the original accounts. Once you verify all the information is present in the original accounts, you can backup your Quicken file and delete the new/duplicate accounts.
Hello @aspeller7575,
Thank you for sharing your experience! I'm glad to hear everything is working!
Thank you!
