Deactivation of BofA Accounts in Quicken Issues

Michael Warren
Michael Warren Quicken Windows Subscription Member
edited March 4 in Download, Add/Update Accounts (Windows)

I am unable to deactivate my BofA accounts in Quicken. I click the Deactivate button only to get an endless cursor spinning, and have to use Task Manager to close Quicken. I went into BofA online and deactivated my Quicken / Inuit connection in Security Settings, and also Decline Quicken Connections on BofA login page. But each time I reopen Quicken to deactivate the Express Web Connect+ for my BofA accounts so that I can reconnect with the newer protocol, all I get is endless processing that never completes. I have tried Resetting the account as well. Nothing has worked, and this has been going on since March 1. Either BofA is out of sync with Quicken, or Quicken with BofA. But this migration is a mess.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Michael Warren,

    Thank you for sharing your experience and reporting the issues you are seeing.

    I have some follow-up questions for you:

    • Have you tried rebooting your computer?
    • Where is your data file located?
      • You can see this by going to File and looking toward the bottom of the menu. The first file listed is the one you are currently in. The file location 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 Carbonite?

    One thing we 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 labeled "Validate file".
    5. Click Ok.

    Once the validation has completed, it will produce a report of anything it has found/corrected. After this, try deactivating your accounts again, and let us know if anything has changed.

    Looking forward to your response!

    Quicken Alyssa

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  • Michael Warren
    Michael Warren Quicken Windows Subscription Member

    I've been trying to reactivate my Bank of America downloads into Quicken after BofA changed its connection protocol March 1. I revoked my BofA third-party access to Quicken / Intuit on bankofamerica.com. I finally deactivated my BofA accounts in Quicken (after hitting the deactivate button at night and going to bed since it was taking an EXTREMELY long time to process the request).

    Now, I go into Tools / Account List / Edit / Online Services / Set Up Now and Bank of America is not listed as any of the more popular institutions. So I search for Bank of America, find it, select it, click Next / Continue and I get an error message that says "We couldn't Get Information from Bank of America. This account will be set up as a manual account." Well, all my BofA accounts are now manual accounts since I deactivated Express Web Connect+.

    Is BofA no longer in partnership with Quicken to access financial information? Or does Quicken software not yet recognize BofA's new protocol? My Chase and AmX accounts are still working with Express Web Connect+. Why can't I reactivate my BofA accounts to download my transactions into Quicken? Very frustrating.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Michael Warren,

    Thank you for following up.

    Please review and respond to my previous post.

    https://community.quicken.com/discussion/comment/20541302#Comment_20541302

    After reviewing your connections internally, it appears you are connected to the "Bank of America - All Other States" instance in Quicken. This instance should no longer be used. Please review this Alert and follow the steps therein to try to get this reconnected.

    You will want to use the instance "Bank of America" when choosing the financial institution.

    Screenshot 2026-03-11 at 8.27.34 AM.png

    Let us know how it goes!

    Quicken Alyssa

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