In some cases, Quicken will tell you that you have downloaded transactions to accept but you do not see any transactions to accept. The following information shows you how to resolve this situation.
Download new transactions and accept them
Sometimes downloaded transactions are accepted but they get "stuck" and Quicken doesn't realize they have been accepted. In most cases, if you download new transactions and accept them in the register this issue is resolved.
If you are still getting a prompt that there are transactions to accept after accepting new transactions, continue with the next section.
Check the account register and Online Center
Quicken will show you downloaded transactions in multiple locations. The following information shows you how to check for downloaded transactions in the account register and Online Center.
Open the account register and select Downloaded Transactions at the bottom of the register.
If there are transactions listed, accept them to the register.
If there are not any transactions listed, proceed with the next step.
Choose the Online menu > Online Center.
Select the appropriate financial institution and account.
If transactions are listed, click Compare to Register and accept the transactions. Note: Compare to Register will display online payments on the initial screen. After accepting your online payments, click Continue, Next or Done to see the rest of your downloaded transactions.
If no transactions are listed or Compare to Register does not allow you to accept the transactions, proceed to the next section.
Correct data integrity issues
If the Quicken data file is damaged, you might receive prompts about downloaded transactions when you don't have any downloaded transactions. This section shows you how to correct these issues.
If you know when this issue began, the best solution is to restore a backup created before this issue began. If you do not have a backup to restore, Quicken has a built in utility, Validate, that will correct many data integrity issues.
- Choose the File menu > File Operations > Copy.
- Accept all defaults and click OK.
- Open the New Copy when prompted.
- choose the File menu > File Operations > Validate.
- Select the new copy created in step 2 and click OK.
Note: Depending on the size of your data file, you may need to wait a while for the validation process to finish. Do not use the Task Manager to close Quicken. Quicken displays an error message if it cannot validate the file. If Quicken is able to validate the file and any errors are found, Quicken displays a message, "Data losses were found in your file". You can view the log file for more information.
- Return to the top of this FAQ and repeat the Download new transactions... and Check the account register... sections above.
If copy and validate do not resolve this issue, select the appropriate scenario:
Working with a cash flow (checking, savings, credit card etc) account
If you are still being prompted to review downloaded transactions after following the procedures above, the best solution is to create a new account and move your transactions to the new account. These steps should be done in the copy of your data file you created earlier. If you have not copied your file, you should back up your data before proceeding.
Choose File menu > New.
Select New Quicken Account and then click OK.
Follow the on-screen prompts to create the new account.
Note: Do not use the Online method to create an account. Make sure you choose the Manual method.
Note: Create the same account type as your existing account.
Open your original account register.
- Scroll to the top of the register and select the first transaction in the register.
- Press Shift on the keyboard and scroll to the bottom of the register and select the last transaction in the register.
- All transactions will be selected.
- Choose the Edit menu > Transaction > Copy Transaction(s).
- Open the new account created in step 3.
- Choose the Edit menu > Transaction > Paste Transaction(s).
- Compare the new and original accounts and verify the balances are correct. Make changes as needed to correct the new account.
- Delete the original account.
- Activate online services for the new account.
Working with investment accounts
If you are working with an investment account, this procedure shows you how to move your transactions to a new data file. This solution uses a QIF file to manipulate your data. QIF are limited in the types of data they can handle and not all information in your file is retained. Additional information about QIF file limitations is available on the support site.
- Choose the File menu > Export > QIF.
- In the QIF file to export to field, enter the location and name of the QIF file you want to create.
- In the Quicken Account to Export From field, select All Accounts.
- Edit the date range to export as needed. Note: Intuit recommends accepting the default date range. The default setting is the earliest and latest transaction in your file.
- In the Include in Export section, select Transactions and Account List only. Note: The other options will be recreated automatically when your information is imported to a new data file.
- Click OK to create the QIF file.
Once your data is exported to a QIF file, you need to create a new data file and import the QIF file to the new data file.
Choose the File menu > New.
Select New Quicken File and then click OK.
Enter a name for the file and click OK or Save.
- If guided setup opens, exit guided setup.
- Choose the File menu > Import QIF File.
- Click Browse and select the QIF file you created in the prior section.
- In the Quicken account to import to field, select All Accounts.
- In the Include in Import field, uncheck all options except Transactions and Account list. Verify that Special Handling for Transfers is NOT selected..
- Click OK.
- Quicken imports the QIF file to the new data file. If you are prompted to create new categories, classes, securities or other items, choose Yes or OK.
- Open the account register and complete a compare to register to accept all transactions in the register. Repeat this step for all accounts.
- Verify the account balances are accurate. Make corrections as needed.
- Activate online services for your accounts.