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Choose Tools menu > Account List.
Click the Edit button next to the account you want to change. The Account Details dialog displays.
Change the account information, as necessary.
- Is there anything I can't change from this window?
  - You can't edit the Financial Institution (name) field for any account that is activated for online services.
  - You can't edit the Routing Number, or Customer ID fields for an account that is activated for online services using Express Web Connect.
  - If you need to make changes to any of these fields, first deactivate online services, make changes, and then reactivate online services. (See Ttep Step 4.)

To activate, deactivate, or reset online services, click the Online Services tab of the Account Details dialog.

To activate an account for online services
Click the Set up now button for the online service you want. If your account is already activated (it usually is) then you will only see the Deactivate button.
To deactivate an account for online services
Click the Deactivate button to disconnect your account from online services. You can then make changes to Account Details such as the routing number or the Customer ID.

To reset or repair the connectivity of an online account

Click the Reset Account button. Quicken will automatically deactivate and reactivate the account to fix any errors. Your data remains intact and you can access the account at any time.

Info

title	What is the difference between deactiating deactivating an account and resetting an account?

Deactivate fully disables your connection with the financial institution, stopping all deactivated accounts from communicating with your financial institution or downloading transactions. You should avoid doing this unless it is recommended as part of error-specific troubleshooting.

Reset is like a “soft deactivate”. It resets the connection without making you re-enter your login credentials or go through Deactivate/Reactivate. You will still need to enter your password to reset your account if it is a Direct Connect account and the password is not stored in the vault. You should usually try this before using Deactivate.

To prevent your memos from being overwritten when downloading transactions, select Don't update memo when downloading.

To hide or close the account, or move the account from one account group to another, click the Display Options tab.
To change the tax information for this account, click Tax Schedule.
When done, click OK to save your changes.

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Version	Old Version 7	New Version 8
Changes made by	John Hewitt	John Hewitt
Saved on	Oct 21, 2021	Oct 21, 2021

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