Quicken for Mac 2017, Will not connect to my bank, I was told I need to DEACTIVATE and then reactivate, but can not figure out how. Support told me to click, accountsettingstroubleshooting, HOWEVER there is no 'troubleshooting' button to be found anywhere. So this must be info from QFM 2016 they are working from, One hour on Chart with Support and they just kept saying the same thing over and over again, no help there.
I see the same question here a few times but no answers (but no responses in months either) Help? This is a quicken issue, not the financial institution.
Bought Quicken Essentials for Mac. Am using Lion. I've found out that I can't use my old files on Quicken for mac 2004 with the new Quicken program. I'd like to uninstall Quicken Essentials so I can install the 2004 version. Posted on Jan 3, 2012 7:38 AM. Quicken Essentials for Mac Conversion Instructions Quicken Essentials for Mac 2010 Web Connect Table of Contents. Task 2: Deactivate Your Account(s) At First State Bank & Trust, KS 1. Select your account under the.
I have it as well. It happens when your password changes at the FI and you update it in Quicken.
You can try to deactivate the FI account in quicken by going to Tools/accounts/DEACTIVATE (button at top right). If that works, SAVE YOUR DATA, exit quicken, restart your computer, start quicken and then try to activate that account with it's new password. If that fails (like the Deactivate button fails because the password is wrong and you get a frozen Quicken that you have to use task manager to exit), then you are in my boat. Save Quicken, Backup Quicken. REMOVE QUICKEN APP/PROGRAM. Reinstall Quicken.
That's what I'm trying next. If that fails, then I'll try starting a new file with the proper passwords from the get-go and attempt to import the older data. Hope my theories help you guys - you can be good God Damned sure nobody from Quicken is going to help you!
Overview You may find that you need to re-enable online services for an account that you have deactivated in Quicken. Reactivating the account is a simple process, but you may find you encounter one or more of the conditions below, depending on the reason for the original Deactivate and the new Reactivate. To Reactivate Account(s) in Quicken for Windows. Open the Account List ( Ctrl + A). Click the Edit button on the account you want to reactivate. Go to the Online Services tab and click the Set up Now button. Type in the financial institution name and walk through the wizard.
Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials and carefully link to your existing Quicken account(s). To Reactivate Account(s) in Quicken for Mac. Click the account name in the list displayed down the side of Quicken to open the register. Click the Settings gear in the lower right corner of the register view. Click the Setup Transaction Download button. Type in the financial institution name and walk through the wizard.
Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s). Issues You May Encounter Duplicate Transactions. If you deactivated the account in order to change the Connection Method (example: from Direct Connect to Express Web Connect or Quicken Connect), Reactivating for the new connection method may result in a re-download of the most recent 90-days of transactions (depending on the financial institution). These duplicate transactions should Match to those that already exist in the account register, but you should review the data after the reactivation to ensure you're not seeing duplicates in your account register. Once a duplicate transaction already exists in your account register, the only solution is to delete it. Online Bill Pay Service Unavailable. If you were using your bank's online bill payment service and have been told to deactivate your Direct Connect accounts, the reactivation for Express Web Connect (or Quicken Connect in Quicken for Mac) will not offer the bank's bill pay service.
If you were advised by your bank to make this change because they will no longer offer this service through Quicken, one alternative is to sign up for Quicken Bill Pay. Quicken Bill Pay is a standalone bill pay service that can be linked to an Express Web Connect or Quicken Connect activated account in a Quicken product version that supports online bill payment. See for information on signing up for Quicken Bill Pay service. If you choose to continue using your bank's bill pay service, you can still make payments at the bank's website and the posted payments would continue to download to Quicken via Express Web Connect or Quicken Connect update. Unable to Activate With a Different Bank Name. Sometimes the financial institution changes their name, which requires the Deactivate and Reactivate process be followed to link your existing Quicken accounts to the new name at the bank. If you encounter a problem with the Reactivate portion of this process:.
Go to the account you are having problems reactivating. Right-click on the account name and click Edit Account. In the dialog box, remove the financial institution name and click OK.
NOTE: You can only perform this action if the account has been completely deactivated. If the account name is grayed out, there is still a service activated for that account. At the top of the Account Bar, click the + (plus sign) button. On Quicken 2016, click Add an Account at the bottom of the Account Bar.
Enter the name of the financial institution you would like to set up. Enter your credentials. Quicken will connect with your financial institution to set up the account. Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials and carefully link to your existing Quicken account(s). Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access.
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