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Prompted to Create New Account Instead of Using Existing Account for Online Services

Updated: 5/03/2012 | Article ID: GEN82238

If the account you want to update already exists in Quicken but you can't select it when importing, Quicken does not recognize the account you are updating. The most common symptoms of this problem are that the Use an Existing Quicken account option is grayed out or the account you want to use does not appear in the drop down list. The procedure below shows how to resolve this issue.

  1. Deactivate the online functions of the account for the account you want to update.
  2. Visit your financial institution's Web site, and then click the link on that site to download your Web Connect data into Quicken.
  3. Re-activate the account.
  4. Click Use an existing Quicken account, and then choose the account from the list provided.
  5. Click the Continue button. your recent account history will be transmitted from your financial institution to your Quicken software.
  6. Once the transmission is complete, Quicken will open the Online Center or Online Update Summary. Click Compare to Register or Go to Register. At this window, you can accept your recently downloaded transactions into your Quicken register.
 
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