Overview
This error occurs when the downloaded data does not match your Quicken account data. It's possible that the account number, or other identifying information about this account, has changed. To prevent information downloading to the incorrect account, Quicken doesn't update an account if a match cannot be made.
First, ensure you are on the latest release of Quicken
You can check for program updates by going to Help > Check for Updates. If you do not see this option, you can check for updates via the One Step Update. Just follow the steps below:
Select Tools, then choose One Step Update.
Enter your credentials if prompted.
Click Update Now.
If an update to Quicken is available, Quicken displays a window that describes what's in the update, as well as brief instructions for downloading the update.
You'll need to exit Quicken to run the update program.
When you exit, all your work is saved, and you can resume working as soon as the update finishes.
Then, refresh your online account information
From your account register, select the Actions gear icon at the upper right of your register (Ctrl + Shift + N).
Then select Update Now.
Follow the on-screen instructions to complete the update.
Repeat these steps for each financial institution experiencing this error.
If the issue persists
If you are still having issues after completing the above instructions, Deactivate and Reactivate online services for the account.
First, deactivate the affected accounts:
Select Tools > Account List
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Select Edit on each account with this error and Deactivate them on the Online Services tab
When finished, close the Account List.
Second, reactivate the accounts:
Select Tools > Add Account
Complete the flow of re-adding the deactivated accounts to Quicken, using your bank login credentials and answering any security questions.
When you reach the screen listing the accounts discovered at the financial institution, use the Action drop-downs to re-link your accounts:
For accounts you want to re-link, select Link to existing account and choose the corresponding account to re-link with.
Select Add to Quicken for new accounts you didn't previously track in Quicken.
For accounts you don't want to link or add, select Don't add to Quicken.
Note: Your financial institution can't resolve this issue. If you need assistance, contact
