Deactivate button does not appear in Online Services tab

BRGrits
BRGrits Quicken Windows Subscription Member
edited February 1 in Download, Add/Update Accounts (Windows)

I have Windows 11, Quicken Classic Deluxe (online subscription) & am trying to set up Express Web Connect+ for BofA account (because they stopped supporting Web Connect). When I navigate to Online Services tab, it says the BofA account is "set up for transaction download" which I need to deactivate. I've been searching all the info on this process & it always says to click on Deactivate button - but there is no Deactivate button. What happened to the Deactivate button?

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Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @BRGrits,

    Thank you for sharing your experience!

    I can see why this would be confusing, definitely strange that you are not seeing the deactivate button. I have some follow-up questions for you.

    • How long has the deactivate button been missing?
    • Are you seeing a Set Up Now button there instead?
    • Is this happening with only one account, or is more than one account affected?
    • Where is your data file located?
      • You can see this by going to File. The first file listed near the bottom of the menu is the file you are currently in. The file path will be shown there, and that is what we are looking for.
    • Is your file being synced/backed up by any third-party services like OneDrive, Dropbox, or Google Drive?

    Additionally, screenshots of what you are seeing may be helpful. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    One thing you can try is validating your file. To do this:

    1. Save a backup.
    2. Go to File.
    3. Select Validate and Repair file… Validate and Repair 2.png
    4. Check the first box for Validate file.
    5. Click Ok.

    Once the validation has completed, it will produce a report of anything it has found/corrected. After this, check to see if the button has returned, and let me know if anything has changed.

    Thank you.

    Quicken Alyssa

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  • bonnie@qkn
    bonnie@qkn Quicken Windows Subscription Member

    I have this same issue and validated the file with no errors —- still no deactivate button. please help.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    An account that was used to receive transactions from a QFX file download (aka Webconnect in Q for Windows) is not really connected, i.e., activated for transaction download. Therefore, there's no Deactivate button.

    Unless I'm mistaken, you should be able to activate your BofA account(s) for downloading with One Step Update by doing a Tools / Add Account process and selecting the new BofA financial institution name from the list:
    Bank of America - Quicken.
    If that fails and doesn't show you the desired account as available to connect, you may have to go into Edit Account Details, General tab and blank out the Financial Institution name field, then retry Add Account.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    An account that was used to receive transactions from a QFX file download (aka Webconnect in Q for Windows) is not really connected, i.e., activated for transaction download. Therefore, there's no Deactivate button.

    @UKR , Interesting. my Web Connect account shows the Deactivate button.

    image.png

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    Thank you for chiming in on this discussion.

    @BRGrits,

    Just checking to see if the recommended steps resolved the issue for you or if you still need assistance.

    @UKR & @BK,

    Yes, Web Connect accounts do have a Deactivate button, as shown in your screenshot.

    @bonnie@qkn,

    If the Validation steps did not resolve the issue, you can try copying your data file.

    To do this:

    1. Go to File > Copy or Backup File. Copy or Backup file.png
    2. In the Backup or Copy File window, under Advanced Options, select Create a copy or template.
    3. Click Next.
    4. Choose what you want to include in the copy.
      1. This is where you can set the Include transactions From and To dates to control which transactions are included. copy file date range.png
    5. Name and Save the copied file.
    6. When asked which file you would like to open, choose New Copy. copy file-new copy.png

    Note: Once you are in the new file, you will need to reconnect all of your accounts. If at any point you want to get back to your original file, you can do so by going to File and selecting the second file listed at the bottom of the menu.

    Let us know how it goes!

    Quicken Alyssa

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