How to Change the Bank Connection Method
Note: if you're currently experiencing this issue with American Express, you can find more details on switching to the correct connection type here: Ongoing: American Express (Credit Card) Returns Error
Quicken for Windows
- Click on Tools > Account List.
- Click on Edit.
- On the Account Details dialog box, go to the Online Services tab.
- Click on Change connection method if the option is there. If not, click Deactivate instead.
- Once the account has been deactivated, click on Set up now.
- Click on Advanced Setup on the bottom of the Activate One Step Update window.
- Enter the name of your bank and continue with the setup.
Quicken for Mac
- Click on the account name for your account(s) in the Account toolbar in Quicken
- Click the Settings icon in the bottom right corner of the screen
- Under At Your Financial Institution section click on Downloads
- Click on Change Connection Type (NOTE: you'll only be able to change the connection method to one that your bank supports).
- Continue with the setup.