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Online Banking Services Do Not Work After Converting to the Latest Version of Quicken

Updated: 8/11/2011 | Article ID: GEN82615

Overview

In some cases, online banking may not function properly after converting your data file to the latest version of Quicken. This situation is typically caused by changes in the way online services are handled in the different versions of Quicken. The following procedure shows how to correct this issue.

Instructions

Determine how you are connecting:

  1. In Quicken, go to Tools -> Account List.
  2. Select the account you are unable to update and select it.
  3. Under Transaction Downloads, Quicken will list how you are attempting to connect.

Resolving a Direct Connect account:

To resolve download issues in a Direct Connect account you will need to force a refresh of your Financial Institutions branding server and profile information. This can be done by following the directions below:

  1. In Quicken, go to Tools -> Online Center.
  2. Press and hold the Ctrl and Shift keys down and press the Contact Info button at the top of the Online Center.
  3. In the dialog box that is displayed, select the account you are having problems from the drop down menu.
  4. With the account selected, put a check in the box for Financial Institution Branding and Profile and click on the refresh button.
  5. Repeat steps 2-4 for each account you are having the problems.

If you are still unable to connect, you may need to use a different method for refreshing your branding server and profile information. This can be done by creating a new account using the method below:

  1. In Quicken, click on the Add Account button in the lower left corner.
  2. Choose the same type of account that you are trying having problems with and click Next.
  3. Choose the Financial Institution you are having problems connecting to and click on Next.
  4. Enter your name for the username and password. Click on Next.
  5. You will receive an error message stating that the username and password were rejected. Click on Cancel to exit the account creation.
  6. Go back to the account you were having problems connecting with and attempt to download.

If you are still unable to connect, then your account may need to be deactivated and reactivated. This can be done by following the directions below:

  1. In Quicken, go to Tools -> Account List.
  2. Select the account you are unable to update and select it.
  3. Click on the Edit Account Details button.
  4. Click on the Online Services tab.
  5. Click the button Remove from One Step Update.
  6. Click OK and exit Quicken.
  7. Once Quicken has closed, re-open it.
  8. Repeat steps 1-4.
  9. You will now have a button that says Activate One Step Update. Click on the button and follow the instructions to reactivate your account.
  10. Once your account is reactivated, attempt to download transactions from your Financial Institution.

Resolving a Express Web Connect account

To resolve download issues from an Express Web Connect account you will need to re-import your account through a Web Connect account. To do this, please follow the directions listed below:

  1. Browse to your banks website and login to your account.
  2. Attempt to download your account information as a Quicken Web Connect(QFX) file.
  3. If prompted to Save or Open, click on Open.
  4. After the QFX file is imported into the file you will be able to accept any downloaded transactions into your register. You will also be able to update your account as you had done previously.

If you are still having problems downloading from your Express Web Connect account, then write down the exact error message you are receiving and search our support site for a resolution. If you cannot find a resolution on our support site, please contact Technical Support.

 
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