One Step Update

Discussion List

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  FirstTech FCU stopped downloading transactions on 9/3/2025

  Kenandjeff 803 views 47 comments 3 points Most recent by Quicken Kristina November 15Download, Add/Update Accounts (Windows)
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  One Step Updates still not working

  wrens 135 views 7 comments 2 points Most recent by Quicken Alyssa November 13Download, Add/Update Accounts (Windows)
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  Previously used register memos are being pulled into downloaded transactions

  jnprop 23 views 4 comments 0 points Most recent by jnprop November 12Registers & Transactions (Windows)
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  Pending transactions in online center do not get check number when sent/updated

  three_jeeps 58 views 5 comments 0 points Most recent by Quicken Alyssa November 10Registers & Transactions (Windows)
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  OL-292-B Interactive Brokers

  cfo175 116 views 11 comments 0 points Most recent by cfo175 November 10Errors and Troubleshooting (Windows)
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  CSV to QIF Conversion for Fidelity into Quicken/Windows

  Derz 61 views 1 comment 2 points Most recent by Chris_QPW November 9Download, Add/Update Accounts (Windows)
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  Brokerage Account Downloaded Transaction Freezes Application with "0" in Action field

  JohnC859674 7 views 1 comment 2 points Most recent by Quicken Alyssa November 9Registers & Transactions (Windows)
• 
  turning off one account turned off all

  Answered Jeanne 45 views 3 comments 0 points Most recent by Chris_QPW November 8Download, Add/Update Accounts (Windows)
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  11/3/2025 - Fidelity Error CC-501/FDP-101 is back

  tellis32 83 views 3 comments 0 points Most recent by Quicken Alyssa November 5Errors and Troubleshooting (Windows)
• 
  Netspend not downloading

  Mike Brugler 21 views 1 comment 0 points Most recent by Quicken Anja November 5Download, Add/Update Accounts (Windows)
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  Rampant CC-503 (invalid login credentials) errors on multiple accounts

  WhySoSlow 26 views 1 comment 0 points Most recent by Quicken Alyssa November 5Download, Add/Update Accounts (Windows)
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  Quicken Mac not updating mutual fund prices

  Closed compusol 52 views 7 comments 0 points Most recent by John_in_NC November 4Download, Add/Update Accounts (Mac)
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  OSU One Step Update is not showing the Express Web Connect and EWC+ accounts as updated

  Closed Rick8 40 views 2 comments 0 points Most recent by Rick8 November 4Download, Add/Update Accounts (Windows)
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  Tab Bar has turned Black

  Closed bluesgene 401 views 31 comments 0 points Most recent by bluesgene November 4Errors and Troubleshooting (Windows)
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  one step update summary not showing what account was updated [Edited]

  Closed rmartin39md 44 views 3 comments 0 points Most recent by Quicken Kristina November 3Errors and Troubleshooting (Windows)
• 
  Errors during One Step Update - transactions posted to incorrect accounts

  Closed chuckfoster 40 views 3 comments 0 points Most recent by Quicken Kristina November 3Download, Add/Update Accounts (Windows)
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  We are managing our budget from two computers and they both keep locking up when trying to update.

  Answered Closed ssweeser1 25 views 1 comment 0 points Most recent by Quicken Alyssa November 3Download, Add/Update Accounts (Windows)
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  Raymond James cash balances for accounts not updating during OSU

  Closed Chuck56 29 views 0 comments 0 points Started by Chuck56 November 3 Errors and Troubleshooting (Windows)
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  Fidelity FDLXX auto-redemption transactions not posting (Mac R8.3.2)

  Closed Pacific_Shark_Chum 55 views 3 comments 0 points Most recent by ha_amin November 2Errors and Troubleshooting (Mac)
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  2FA Authentication Window not Appearing for LPL Financial

  Closed schmieg 31 views 5 comments 0 points Most recent by Quicken Anja November 1Errors and Troubleshooting (Windows)
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  Merged: OSU Issues/Error CC-501

  Closed rotygolf 967 views 0 comments 0 points Most recent by unknown November 1Errors and Troubleshooting (Windows)
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  Merged: One Step updates Hangs

  Closed xjthorn 217 views 0 comments 2 points Most recent by ricochet82 November 1Download, Add/Update Accounts (Windows)
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  Merged: New connection issues

  Closed SomebodyInGNV 25 views 0 comments 0 points Most recent by SomebodyInGNV October 31Download, Add/Update Accounts (Windows)
• 
  Capital One downloads

  Closed ksm 79 views 7 comments 0 points Most recent by Bob_L October 31Download, Add/Update Accounts (Windows)
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  Merged: OSU issues

  Closed SomebodyInGNV 5 views 0 comments 1 point Started by SomebodyInGNV October 31 Download, Add/Update Accounts (Windows)
• 
  Merged: OSU hanging since yesterday

  Closed Mark Shafton 9 views 0 comments 0 points Started by Mark Shafton October 31 Download, Add/Update Accounts (Windows)
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  Merged: Fidelity - CC-501 after Extremely Slow OSU and Quote Retrieval

  Closed CaveCreek 3 views 0 comments 0 points Started by CaveCreek October 31 Download, Add/Update Accounts (Windows)
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  Quicken won't accept my qfx file from Bank of America

  Closed pattywagen 238 views 15 comments 0 points Most recent by Chris_QPW October 30Download, Add/Update Accounts (Windows)
• 
  Should Not Be Prompted to Migrate Fidelity NetBenefits Account to EWC+

  Answered ✓ Closed Boatnmaniac 169 views 9 comments 0 points Most recent by SCMichel October 30Errors and Troubleshooting (Windows)