If you stop or cancel an online update session while it is taking place, the summary will describe the last completed session that took place, and not the session you canceled. Otherwise, the summary window contains information about the number of transactions that were downloaded for a given financial institution, whether there were any errors or problems, and so on.
Click the name of a financial institution to view more detailed summary information (for example, whether a specific online payment was sent).
If you want to update information for just a single financial institution, you do so by starting One Step Update from your cash flow account register or investment transaction list.
Set up Schedule Updates to connect to your financial institutions to regularly download cleared and WebEntry transactions at a time that you specify.
Each time you start a One Step Update session, Quicken checks to see if there is an update to the Quicken program. If an update is available, Quicken asks if you'd like to download the update.
To remove an account from One Step Update, deactivate the online account services.
Today, for the financial institutions listed as Connected, you are already set up to use One Step Update. Financial institutions in this list typically use a direct connect method to work with Quicken.
For the financial institutions listed as Not Connected, you must currently leave Quicken and go to the correct page on your financial institution's Web site to update transactions and balances, but you can now activate these financial institutions for One Step Update so they can be included in future One Step Update sessions.
To do this, click Activate for One Step Update on the line where your financial institution is listed. Your financial institution requires you to sign up for Quicken transaction download through One Step Update even if you already have a user name and password on their Web site. You may be charged a monthly fee for transaction download.