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How do I complete the new Retail Purchase Categorization setup

rmross54

I just installed new release R68.25 which included the Retail Purchase Categorization Tool. I've installed the extension in Chrome and logged into the extension in Chrome. I've set my Quicken user ID and the Dataset name.

But in Quicken, it says I have not completed the connection.

Setup error.png

Retail purchase setup.png

I am running Windows 11 Home version 25H2.

I have also tried restarting Quicken with no improvement.

Now what?

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Quicken Kristina

Hello @rmross54,

Thank you for letting us know you're encountering this issue. Based on your description of the issue and the screenshots, you have already successfully installed the extension. To troubleshoot, please confirm if you followed the steps below to set the extension up:

Once the extension is installed, make sure you are signed in to Amazon in your browser.

Click on the Quicken extension and select setup.

Choose whether to retrieve orders from the past 3 months or future orders only.

Return to Quicken and perform a One Step Update.

For more information on setting up the extension, please see our help article: https://info.quicken.com/win/using-retail-purchase-categorization

I look forward to your response!

bdahl305

I also set it up fine, have my file linked, and my browser is open at amazon, tried get orders for past 3 months (we have many) yet it did not find any amazon transactions. the retail plug in link says I am connected, and try again later. I am using Edge. 😕

Quicken Anja

Hello @rmross54,

In addition to @Quicken Kristina's guidance, I wanted to follow up with a few additional troubleshooting steps from the Help Article that are important to check:

Open the Quicken extension and verify that your Amazon account shows as Connected. If it does not, select Set Up again to reconnect it.
If your Quicken session has expired, open the extension and sign back in with your Quicken ID.
If your Amazon session has expired, sign back into Amazon in your browser, then reopen the extension.

Please be sure to review the Help Article in its entirety to ensure all setup and troubleshooting steps have been completed.

Thank you!

Jim Bailey

I'm having lots of problems with this. Among others, when I sign in to the RPC extension on Chrome, it lists only one Quicken data file to choose from, and that's a data file that I don't use and one on which the RPC tool is not implemented. How do I point the extension to the correct Quicken data file?

Quicken Anja

Hello everyone,

Please make sure you are following the setup steps outlined in the Help Article in its entirety, as each step needs to be completed exactly as written.

In addition to that, please also follow the troubleshooting and setup steps already provided by @Quicken Kristina above.

At this point, the best next step is to go back through the full article carefully from the beginning and verify each requirement has been completed (extension setup, Quicken ID sign-in, correct data file selection, Amazon connection, and One Step Update in Quicken).

However, if after following all the steps and your setup still does not find any Amazon orders over the last 3 months, or the desired file can not be selected in "Change Dataset", then we advise that you please contact Quicken Support directly for further assistance and if needed, have it escalated.

Thank you!

EJB

Hi Anja, to follow-up on Jim Bailey's question, I too only have one Dataset listed under "Change Dataset" and I don't recognize the file name (it's "Account_07-22-23"). This is not the Quicken file name for my current data (which is "Account_07-01-26"). Is the "dataset" supposed to reference the Quicken *.QDF we are using or is it created in the setup? If it's not created, how do you change or add the correct dataset.

Quicken Anja

Hello @EJB,

Thanks for chiming in!

The “Dataset” shown in the extension is not something you manually create or rename to match your local *.QDF file. It’s the Quicken Cloud dataset that gets registered when a data file is set up and signed into Quicken ID/Cloud Services.

If you are only seeing an older or unrecognized dataset listed under “Change Dataset,” that typically means the currently open Quicken file (the one you intend to use) has not yet been properly linked to Quicken Cloud Services for Retail Purchase Categorization.

Please make sure the correct data file is open in Quicken, signed into the correct Quicken ID (you find this in Edit > Preferences > Quicken ID & Cloud Accounts—see screenshot below), and has completed at least one successful One Step Update after enabling the feature.

After that, reopen the extension and check “Change Dataset” again. The correct dataset should appear once the file is properly registered.

If it still does not appear after completing the full setup and steps in the Help Article, you may need to contact Quicken Support for escalation.

Thank you!