How do I add one of my accounts to One Step Update?

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garrettgreen
garrettgreen Member ✭
edited September 2022 in Download, Add/Update Accounts (Windows)
I want to add one of my accounts to One Step Update
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  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
    edited September 2022
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    garrettgreen said:
    I want to add one of my accounts to One Step Update
    Hello @garrettgreen,  

    I am sorry if there has been any confusion with respect to establishing online banking services. Thank you for inquiring about this here on the Quicken Community. 

    First, always save a backup by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Have you tried the steps listed in the following Support Article, linked here? Let us know if you are seeing any error messages and if you are experiencing any other issues. 

    I hope to hear back from you about this, if you have the chance to check back in with us. 

    Thank you,

    Quicken Jared 
  • garrettgreen
    garrettgreen Member ✭
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    You misunderstood my question. It do not want to add another account to my Quicken. Rather, I want to add one of my existing accounts to One Step Update.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    Edit Account - Online - enable the connection 

    QWin - R54.16 - Win10

  • garrettgreen
    garrettgreen Member ✭
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    When I edit the account, it says "not available" under Transaction Download. So maybe there's no way to do update for this account.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    What bank name ? 

    QWin - R54.16 - Win10

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