One Step Updates Fails

in news:rko2ne$fv3$1@dont- email.me:
You might try deactivating then reactivating online services for the account. If that works, be careful because it might download a bunch of tranactions you already cleared.
If that doesn't work, you can try calling the FI's customer services and hope and pray they have someone who knows about Quicken,
Reply to
Porter Smith
Porter Smith wrote on 9/26/2020 9:06 PM: in news:rko2ne$fv3$1@dont-
I have Direct Connect. Is that what you mean?
Reply to
Alex Trishan
in news:85f10453-a7e4-bdb3- snipped-for-privacy@gmail.com:
in news:rko2ne$fv3$1@dont-
Yes.
When you are in the account register, go to the Edit Account Details panel. Either by selecting it from the Options menu (the little gear icon in the upper right corner) or by pressing Ctrl+Shift+E
The click on the Online Services Tab, then click on the Deactivate button, It will deactivate online services for the account. Then click Activate. It will ask for your userId & password and try to connect to the financial institution. Assuming that works you should be OK.
In most cases Quicken uses the same userId and password that you use when logging on to the FIs web site, or from their mobile app. But sometimes they might be different. The only way to find out is to ask the FI's customer support. Some are really good, others, not so much.
Reply to
Porter Smith

Site Timeline Threads

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.