If 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).
If you use this method to update transactions and balances from your financial institution, you can change settings that determine whether the data is saved as a separate file or entered directly into Quicken, and whether Quicken should stay open or automatically close after receiving the downloaded data.
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- 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).
Info 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 check to be sure this is a connected account and not an offline/manual account. You may also contact customer support.
- Follow the on-screen instructions.
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If you feel you need additional guidance to resolve an account issue visit the support article Web Connect Troubleshooting or contact customer support. |