If eIf you use Web Connect, depending on the services supported by your financial institution, Quicken chooses the best available method to update your transactions and balances. When you use Web Connect, you log in to your financial institution's Web site and click a button or link to initiate the download process (often called "Download to Quicken").
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Resetting a Web Connect Account
Resetting an account deactivates and reactivates the account. You may need to reenter your login information. To reset an account that uses Web Connect to update information:
- Right-click on the account name in your Account Bar.
- Select Edit/Delete your Account.
- Select the Online Services tab.
Select Reset Account (No account data will be deleted).
Follow the on screen instructionsInfo If you do not see a button for Reset Account, your account does not use Web Connect. This process is only for accounts connected through Web Connect. Offline/manual accounts and accounts that use Direct Connect will not have a Reset Account button.
- Follow the instructions.
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If you feel you need additional guidance to resolve your account issue, contact customer support. |