I use Quicken Win 2007 Deluxe and when I do my one step updates i always get the result error page because waaaay back when my bank used to use my SSN as my customer number, i guess the last time i tried that was an error. now i have a new online account for the same bank with my made up user name. but in one step update results and when i go to do one step updates, that old account shows up there and i can't see where to get rid of it.
If you haven't already done so, "Remove" the old account from One Step Update using the "Change Online Services" button on the Overview tab of the account.
If that doesn't help, you can try renaming QDATA.QEL (where QDATA is the name of your Quicken data). Backup before trying this as it will likely create other (hopefully temporary) problems ... you may have to setup accounts for download again, and you may get a one-time download of previously downloaded transactions.
Thanks for the help. Well, what I see when I go to do the one-step update is:
Commerce Bank - Central MA for Commerce Bank - Central MA for
So if I remove it from the online services tab of Commerce Bank, I think I'll lose the good one too. I also don't want to risk the other work around and getting duplicate transactions. I've been down that rabbit hole with Quicken before and don't want to have another *huge* mess like that with cleaning up duplicates and trying to reconcile and all.
Guess I'll have to live with it, I wish they would take note and provide some way to clean this up.
I used to see that with my BofA accounts; but each one was for different Quicken accounts. I also see it for my two Chase credit card accounts that have different user-id's/passwords.
I interpreted your original post as saying that you had created a *new* Quicken account (a second Quicken account) for the new user-id. If that was what you did, removing the old Quicken account from online access should not affect the new Quicken account.
[Actually, if I had thought about it, I probably should have known that you couldn't have the same real-world account activated for download to two different Quicken accounts. But hindsight is 20/20.]You could make a backup before doing this, to which you could always return if the extra work was too much.
[Making a backup before doing any of the type of changes such as discussed here is a good idea.]I've changed passwords and user-id's quite a few times (Q2005 and Q2007); never had a problem. So I'm not sure what Intuit would take note of; as I don't recall anyone else ever posting with your situation.
If you can put together the details of what happened, by all means post them at Intuit's Support site.
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