"Accounts need attention" even after successful sync [Edited]

JimC52

Had problems with crashed Category list that has been corrected. Validation of Qdata is complete with no errors. New sync file had to be created before sync errors would clear (auto sync quit working even though manual worked).

Running Quicken Classic Deluxe (subscription) R67.10 on Win 11 Home with Quicken Classic Companion App 8.3.0 (assumed since "Help" function doesn't work).

1. Open mobile app, log in and observe "3 accounts need attention". All from same bank and have been working rather reliably for many years.
2. Open one of the culprit accounts and observe "Connectivity Error: Swipe to fix".
3. Select "Fix" and observe "…We are unable to connect to <bank name> at this time. Please try again later."

I have the bank's mobile app also installed and it communicates fine with my accounts. It seems the Quicken Mobile App is the one with this issue.

Any helpful suggestions?

Quicken Laura

Hi @JimC52,

Thank you for reaching out and for providing the details of the issue you're experiencing.

I checked your account on our end, and it appears that your First Security Bank, AR accounts need to be reset in the Quicken desktop application. Please follow the steps below:

Sign out of the Mobile App

• Open the Mobile App
• Open the pull-down menu
• Select the red Sign Out button at the bottom of the screen

Back up your data file

• On your desktop computer, open your Quicken data file and create a backup before making any changes.

Deactivate the affected accounts

1. Select Tools > Account List
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Select Edit on each account with this error and select the Online Services tab.
4. Click Deactivate.
5. Click Yes to the message confirming if you want to disable this service.
6. When finished, close the Account List.
7. Revoke Quicken’s third-party access from your account on the FI website (if applicable).

Reactivate account:

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

Sync with the Mobile App

• In Quicken, go to the Mobile & Web tab and select Cloud Sync.

• Once the sync is complete, sign back in to the Mobile App using the same Quicken ID you use in the desktop application.

Please let me know how it goes.