My credit union has recently updated their web site. I am trying to follow the credit union instructions for reconnecting Quicken to their site. As I try to download my latest transactions before I have started the conversion process, Quicken no longer recognises my existing checking, or savings accounts. It only gives me the option to create a new account(s). Can you help me figure out how to make the download occur into the exisitng Quicken account?
I have tried multiple download attempts. I have checked and unchecked One Step Update settings per instructions from the credit union. Neither approach was worked. I need some other advice?
What quicken year and version are you using?
quicken 2011. If you need version, I will have to email when I get home. The SW is loaded on a home PC.
A. Please close then open quickenB. Then go to tools , then account listC. Then edit account detailsD. You will see below online services tab,click remove from one step update, then please close the window, then close quicken, finally restart the computerE. Then open quicken once again, please go to tools then account listthen click edit account detailsF. Then below the online services tab please select or click set up one step update then web access, then please follow through the prompts , be sure to enter username and id once more. >Please leave positive feedback upon resolution