How to Remove a Bank Name from One Step Update Settings

73 people found this helpful

When you no longer use Online Banking in Quicken or have closed all accounts with a Financial Institution, you may still see the Bank name in the One Step Update Settings screen.

To remove it:

Confirm that you have Deactivated all online services with all accounts held at that Bank.

  1. Use Ctrl + A to bring up the Accounts List.
  2. View Hidden Accounts by selecting the Hidden Accounts check box in the lower left corner of the Accounts List window.
  3. Make sure the Online Services, Transaction Download and/or Online Payment fields are NO or DEACTIVATED for the desired account(s).

Edit the Deactivated account(s) to remove the Bank name.

  1. Click on the account displayed on the Accounts List.
  2. Choose Edit Details button on the account.
  3. Clear the Financial Institution field at the right side of the window.
  4. Click OK.
  5. Repeat, as necessary, for each Deactivated/Disabled account for that Bank.
  6. Confirm that the Bank name no longer appears in the One Step Update Settings window.
Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community