Why isn't my account in the One Step Update window?

When an account does not appear in One Step Update, it is usually due to account settings, connection method, or data file issues. Common reasons include hidden accounts, manual update methods like Web Connect, disabled online access, or data corruption. Identifying the cause will help you restore the account’s visibility in One Step Update. Follow these steps to check and resolve the issue.

Verify that the account is not hidden

Hidden accounts do not appear in One Step Update. To check if the account is hidden:

1. Select Tools > Account List.

2. If the account is not listed, select Options, then select View Hidden Accounts.

3. If the account is hidden, select the Show hidden accounts checkbox to unhide it.

Check if the account uses Web Connect

Accounts that use Web Connect do not appear in One Step Update because they require manual updates using downloaded files. Web Connect requires you to manually download and import transaction files from your financial institution’s website. These accounts do not automatically update through One Step Update. To update a Web Connect account:

1. Select the account from the account bar.

2. Select (Account Actions icon) in the top right corner, then select Update Now.

3. Follow the prompts to complete the update.

Confirm that the account is enabled for online access

Accounts that are not enabled for online access will not appear in One Step Update. To check and re-enable online services:

1. Select Tools > Account List.

2. Locate the account, then select Edit.
   Note: Do not click on the Account Name.

3. Select the Online Services tab.
   Note: If there is no Online Services tab, you are working with a manual account. One Step Update is not used for manual accounts.

4. If online services are not active, you will see the Set up Now button. Use it to set up your online account.

5. If enabling online services does not resolve the issue, troubleshoot potential data file corruption (see Troubleshooting data file issues).

Restart Quicken to refresh the account list

Quicken may fail to refresh account details due to an error recovery status or other update issues. Restarting Quicken can resolve this:

1. Close Quicken completely.

2. Reopen Quicken and check if the account now appears in One Step Update.

Check for data file corruption

If the issue persists, the account may not appear due to data file corruption. To troubleshoot:

1. Select File > Validate and Repair File.

2. Follow the on-screen instructions to validate the data file.

3. After validation, restart Quicken and check for the account in One Step Update.

Verify if the account is enabled for online payments only

Accounts that are enabled only for online payments will not appear in One Step Update. However, you can still send payments manually:

1. Select Tools > Online Center.

2. Choose the financial institution associated with the account.

3. Use the Make Payments option to send online payments.

Note for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"