How can I check my account verifications (Q Mac)

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teemflmngo
teemflmngo Member ✭
edited October 2022 in Download, Add/Update Accounts (Mac)
My bank switched software and I had to reverify my accounts. I have 2 checking accounts and 2 savings accounts with the bank. After verifying following my bank's switch, the checking accounts are now switched. I want to try and unconnected and then reconnect one account at a time, but I can't find how to do that.

I am using Quicken on a Mac, version 6.8.3

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @teemflmngo,

    Thank you for contacting the Quicken Community with this question. 

    I suggest, deactivating each account with this financial institution and then reactivating using Add Account (+) or through Set Up Now. It will pull up all the accounts when reconnecting and you will want to make sure to carefully link the accounts to their correct counterparts. Please keep in mind that it is recommended to save a backup before proceeding with troubleshooting steps (just in case).

    I hope this helps!

    -Quicken Jasmine

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  • teemflmngo
    teemflmngo Member ✭
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    Can I deactivate without deleting the account or are those different words for the same thing?
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @teemflmngo,

    Yes, you can deactivate the account without deleting it, those are two separate functions. 

    I hope this clears things up!

    -Quicken Jasmine

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