Add account and One step update bring up multiple add account windows

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Random888
Random888 Member ✭
edited May 2022 in Download, Add/Update Accounts (Windows)
quicken deluxe windows r39.23, build 27.1.39.23

Problems with one step update or adding accounts, it happens in both.
Steps I've taken: deactivate online access for all my online accounts, removed institution and account number from each account, reset my password vault.
At this point I have no online services enabled.
1. Edit Delete account for my bank (first mid bank and trust)
2. Online services tab, setup now
3. Add account dialog, enter bank name and it finds the bank, enter user name/pw and connect
4. looking for your accounts, finds the savings and checking accounts, I link to existing and select the appropriate accounts. select Next
5. Update your accounts dialog is displayed
6. brings up 2 more add account (search for financial institution) windows while add account is now in the background.
7. I've already entered the info, so close the 2 new windows.
8. It brings up 2 more add account windows, I close them.
9. Then it says added 2 accounts, and downloaded transactions.
10. I select close, and it brings up 2 more add account windows

However, I can add my discover card to online services just fine.
As well, I did American Express without issue.

If I select one step update, it brings up 2 add account windows when it is processing the first mid account.

How do I get rid of them!
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Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @Random888,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this error. 

    How long has this error been occurring? What connection method are you using to set up these accounts?

    First, I recommend creating a Test File and attempting to add the First Mid Bank and Trust Bank accounts to see if the same error occurs with the 'add account' pop-up. I do suggest saving a backup before proceeding with any troubleshooting steps in the event that you would like to return to your original position. Below are instructions on how to create a test file:

    1. Choose File menu > New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Click OK.
    2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

    1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select to not use Mobile.
    2. Click Add Account to start adding accounts to the new file.

    After adding accounts, see if you are experiencing the same problems in this test file. 

    Please let me know how this goes, I look forward to hearing your response. 

      -Quicken Jasmine

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    • Random888
      Random888 Member ✭
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      Thanks for this, I was doing additional searching and saw someone comment about online services on closed accounts. I went through all my closed accounts and cleared the online info, and the problem was resolved. I guess some quicken update didn't verify an account was closed before trying to do an account update and couldnt connect.
    This discussion has been closed.

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