Deactivating/activating issues

Jennifer

Windows 11, Quicken 32-bit. NC State Employees Credit Union decided to completely redo their website all in the name of efficiency, I guess. I've been using Q for many, many years and it's always worked well. I do the Update which connects with the bank and imports my transactions (and doubles them sometimes but that's another problem) and then I can reconcile. Except for now that they've done this web update. I've pored through all the helps, chats, FAQ's but nothing is helping with this issue for me. I open Q, choose account list and they all show up. Click on the checking account and click on deactivate. I figured that would renew their handshake and all would be well. Upon clicking on Deactivate, well, I've attached a photo of what it does. NOTHING. I have to go to Task Man and end the task to shake it loose. This just isn't going to work. Can somebody please help me? If that isn't the best way to reconnect the bank and my computer, do you have a better suggestion?

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Quicken Laura

Hi @Jennifer,

Thank you for reaching out. I'd be happy to help you with this.

Before proceeding, please save a backup of your data file. Then, validate your file by following these steps:

1. Go to File
2. Select Validate and Repair File
3. Choose Validate File
4. Click OK

1. Deactivate the affected accounts

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. 
6. Repeat these steps for each affected account.

2. Reactivate and relink the accounts

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 (do not choose Add, as that would create duplicates).
5. Click Next then Done on the last prompt.

Please let me know how it goes.