Cannot activate one step update for Bank of America Accounts

Hello @jdparker225,

Thank you for sharing a detailed account of your experience. I am happy to help!

It is definitely strange that Quicken is suggesting you link to incorrect accounts, or just not allowing you to link to the correct accounts. It could be that Quicken thinks some of the accounts are already connected; therefore, it removes them as options to link to.

I think a good place to start would be to completely sever the connections with Bank of America and then reestablish them.

To do this:

1. Create a backup of your Quicken file first.
2. Deactivate all Bank of America accounts in Quicken.
   1. Select the Tools menu and select Account List....
   2. In the Account List, select the account you want to deactivate, and then click Edit.
   3. In the Account Details window, click the Online Services tab.
   4. Click Deactivate next to the service you want to disable.
   5. Click Yes to the message confirming if you want to disable this service. Note: If you do not receive this message, additional information is available below.
   6. Click OK to the confirmation message.
   7. If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.
   8. Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
3. Revoke Quicken’s third-party access from the Bank of America website.
4. Check for any old/hidden accounts and disconnect those too if you find any.
5. Reactivate the accounts in Quicken.
   1. Go to Tools > Add Account.
   2. Select the bank for the deactivated account(s). If prompted, select the connection method.
   3. Enter your credentials and click Connect.
   4. When the list of located accounts appears, choose LINK next to each account you want to reactivate.
   5. Click Next then Done on the last prompt.

Let us know how it goes!

@jdparker225,

Thank you for following up to let me know that those steps resolved the issue. Happy to hear everything is now in working order!

If you need more help, don't hesitate to reach back out!

Thanks again!

@jdparker225,

Thank you for following up and asking this question.

I can see where you are coming from, but it is an "expected behavior". Our Deactivate/Reactivate Support Article actually touches on it as well.

This happens because Quicken does not/should not allow you to link to accounts that are already connected. It's to help avoid linking to incorrect accounts.

That being said, I know that what you mentioned about Quicken sometimes allowing you to connect accounts without deactivating all other accounts with that financial institution, is sometimes true as well. So while both can be true, disconnecting all accounts is the safer way to do it.

Hope that helps clear up any confusion.