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Quicken freezes during one step update

gonecraig

I've read all the "Quicken freezes" topics and have tried to deactivate and reactivate, but nothing helps.

Help!

[Edited - Readability]

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One Step Update

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gonecraig

[Removed - Duplicate Post]

Quicken Carlos

Hi @gonecraig,

Thank you for your post and for sharing the troubleshooting steps you’ve already tried. If you haven’t done so yet, I recommend trying the steps below from our support article, as they may help identify what is causing One Step Update to freeze or take longer than expected. Before following any of the troubleshooting steps below, I suggest creating a backup of your data file.

Sometimes, a specific connected account can affect the One Step Update process for other accounts.

Identify the affected account

From the Account List, select the first connected account.
Click the Actions (gear) icon in the upper-right corner of the transaction window.
Select Update Now.
Repeat these steps for each connected account until you identify the account that freezes or takes significantly longer to update.
Once identified, deactivate and reactivate the affected account.
Try running One Step Update again.

Reset Cloud Sync data

Log out of the Quicken mobile app, if applicable, and open Quicken on your desktop.
Go to Edit > Preferences > Mobile & Web.
Click Reset your cloud data and follow the on-screen instructions.
Sync your desktop file to the cloud.
Log back into the mobile app, if applicable.

Disable Mobile & Web Sync

Go to Edit > Preferences > Mobile & Web.
Turn the Sync toggle OFF.
Try running One Step Update again.

Turn off Pending Transactions

Go to Edit > Preferences > Pending Transactions.
Turn the Pending Transactions toggle OFF.
Try running One Step Update again.

Refresh the Online Connected Services token

Go to Edit > Preferences > Quicken ID & Cloud Accounts.
Click Sign in as a different user under the Quicken profile section.
Follow the prompts to sign out.
Sign back in using your Quicken ID and password.

Try running One Step Update again.

Temporarily disable VPN, firewall, or antivirus software

If you use any of these services, temporarily disable them and try One Step Update again to determine whether they may be interfering with the connection.

Validate and Repair the Quicken file

Go to File > Validate and Repair File.
Check Validate file.
If you have investment accounts, also check Rebuild investing tools and Correct investing price history.
Click OK.

Once the process completes, close Quicken and leave it closed for about 30 seconds.
Reopen Quicken and try One Step Update again.

I hope these steps help identify the cause of the issue. If the problem persists, please let us know.

hahjbh

I started with the solutions and got to the sign off and back in as a different user which worked. Yay!

So when can I turn pending transactions back on and sync to mobile and web?

Quicken Carlos

Hi @hahjbh,

I’m glad to hear that the steps above helped, especially signing out and signing back in.

If you use Pending Transactions and Sync to Mobile and Web, you can turn both features back on. However, if you don’t use one of these features, I recommend keeping it turned off.

After turning them back on, I suggest monitoring how Quicken performs and letting us know if you encounter the same issue again.

We’re happy to help!