Account Not Showing Up in One Step Update

An account may not appear in a One Step Update for the following reasons:

  1. The account may be hidden in the Account List. Hidden accounts will not appear in a One Step Update. To determine if the account is hidden and make it visible:
    • From the Quicken Tools menu, choose Account List.
    • If the account does not appear on the list, put a check in Show Hidden Accounts.
  2. To make the account visible, clear the Hide option check boxes.
  3. The account may be enabled with a Web Connect financial institution. Web Connect accounts will not appear in a One Step Update. If the account is enabled with a Web Connect financial institution, download transactions from the Online Center.
  4. The account may no longer be enabled for online access. If the account is not enabled for online services, reenable the account.
  5. Quicken may be having difficulties refreshing (as the result of an error recovery status, for example). Exit Quicken, and then restart it.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.