Changing account log-on information in "One Step Update"

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QwikOne
QwikOne Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Windows)
I recently changed both log-in ID and password for one of my VISA account. I can log in using a browser. When attempting to change that information in Quicken One-Step Update, it always reverts to the old log-in ID and NO password. I have entered the new information numerous times, but Quicken always changes log-in ID back. What am I doing wrong?
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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @QwikOne,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    Which financial institution is this account with? What is the connection method with said financial institution? You can see the connection method by navigating to Tools > Account List. 

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).
    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Jasmine

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  • QwikOne
    QwikOne Member ✭✭
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    > @QwikOne said:
    > I recently changed both log-in ID and password for one of my VISA account. I can log in using a browser. When attempting to change that information in Quicken One-Step Update, it always reverts to the old log-in ID and NO password. I have entered the new information numerous times, but Quicken always changes log-in ID back. What am I doing wrong?

    > @Quicken Jasmine said:
    > Hello @QwikOne,
    >
    > Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 
    >

    >
    > Let us know how it goes!

    Thanks so much for your help. Worked like a charm. All is well with the One Step Update and that one VISA account. Much appreciated. Dennis
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @QwikOne,

    Thank you for coming back to update us.

    I am happy to hear that we were able to reach a resolution!

    Please do not hesitate to reach out with any further questions or concerns. 

    -Quicken Jasmine

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