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Account Keeps Requesting to be validated, but It Is Closed and Cannot Be Removed from Update

nineseas

I closed a credit card account with Bank of America. Quicken's Account List shows it as closed, but the column for Transaction Download shows as "YES (Express Web Connect+)". I get a pop-up reminder each time I run update - but there is no account at the bank to provide an update and I cannot remove the account from requesting an update. It is driving me crazy.

I ran a File Validation, but the account still shows up prior to updating accounts. I tried to reauthorize, but there is no account at BAC to connect to Quicken. I tell it "Remind me next time" to get off the pop-up.

Windows 11 Home, Quicken version: R68.31, Build: 27.1.68.31

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Comments

NotACPA

Do you have other BofA accounts, or just this now-closed card?

Have you done TOOLS, Account List, clicked EDIT next to the account and clicked the Online Services tab to see what's shown there?

nineseas

On the Account List page the account has a "Yes (Express Web Connect+)" in the column labeled "Transaction Download".

I choose the Edit button for the account and it shows, on the Account Details popup:

on the Online Services tab, within the Online setup box, says only "This Account is closed".
On the Display Options tab, the Account display box shows a greyed out button that says, "Closed Account" with a statement that "This account is already closed.

I cannot shut off the popup to reauthorize the account with BofA.

I have other BofA accounts. This was a card account that I had to close. I zeroed out the balance, then closed the account, which continues to ask for reauthorization from the Bank. My new card account is doing fine along with my other BofA accounts.

nineseas

[Removed - Duplicate Post]

Quicken Kristina

Hello @nineseas,

Thank you for letting us know you're encountering this issue. Since the account is already closed and not giving you an option to deactivate it, there are a couple of options.

If you do not need to keep the account in your Quicken file, you can backup your Quicken file and delete the account. Please be aware that deleting an account is a permanent action. If you delete it and discover you need the information later, you would need to restore a backup from before the account was deleted. For instructions on how to delete an account, please see this article: https://info.quicken.com/win/how-do-i-delete-an-account

If you need to keep the account in your file, but need to force it to disconnect, then you can create a copy of your Quicken file. Doing this will disconnect all connected services. To create a copy, please navigate to File > Copy or Backup File... > Create a copy or template (see examples below) which will also allow you to select a date range to move forward with.

If you wish to move forward with your entire data file, please check the full date range of your entire data file before copying so you can enter the correct date range if you do not wish to "shrink" your file by eliminating certain dates. Note: Unless you believe older data is causing the problem, there is no benefit to "shrinking" your file.

It's important to know that all online services will be disconnected in the copied file and you will need to sign back in with your Quicken ID and reconnect all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward. The reason for this is that the new copy also creates a new and separate dataset ID.

Please start by reconnecting only what is necessary to confirm that the issue is resolved. Once you've confirmed it's resolved, reconnect everything and use the copied file as your main file going forward.

If the issue is not resolved in the copied file either, then feel free to switch back to your original file. For instructions on switching between files, please click here.

Please let me know how it goes!