bank sync issues

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Lwczinski
Lwczinski Unconfirmed, Member ✭✭
edited April 2021 in Download, Add/Update Accounts (Windows)
Currently I have to deactivate each bank, credit card, and reset up to download/match activity since Jan 2021. This is driving me crazy .[Removed-No Soliciting]

Answers

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @Lwczinski

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. Do you receive any errors or any message when you try updating. I'm wondering here if it's just not pulling properly. Lets try seeing if we're able to get any different results by signing in and out of Quicken. It'll be a quick first step to try. I'll leave steps down below.

    1. Go to Edit
    2. Preferences
    3. Quicken ID & Cloud accounts
    4. Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password (this screen is not a pop-up box)
    Once you've done so let us know if you're seeing anything different. If not we'll see what we can try next.

    Thanks.
    Quicken Francisco



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