Deactivate and Reactivate Online Banking Services for a Quicken Account

Overview

Deactivating an account disconnects it from Quicken's online services, such as transaction download. It is also often used as a troubleshooting step, along with reactivating. However, these steps should not be used as a first means of troubleshooting (unless specified in a help article or by a Quicken Support representative).

In some cases, you'll need to deactivate an account that uses one connection method and then reactivate using a different method in order to use specific payment services. 

If you'd like more information about the different connection methods, check out this support article. 

To Deactivate an account

1. Select the account to open its register. 
2. Click the Settings gear icon in the lower right corner of the register.
3. Click the Downloads tab.
4. Click the Disconnect account button.
5. Click Done.

Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.

To Reactivate Account(s)

1. Select the account to open its register.
2. Click the Settings gear in the lower right corner of the register.
3. Go to the Downloads tab.
4. Click the Connect Account button.
5. Select the financial institution or type in the name to search for it.
6. Click Continue and complete the flow.
7. Choose LINK on the screen displayed after Quicken finds the available accounts at the financial institution for your login credentials, and carefully link to your existing Quicken account(s).
8. Click Continue.

Issues You May Encounter 

Reactivating an account is a simple process, but you may run into one or more of the issues below, depending on the reason for the original Deactivate and the new Reactivate.

Duplicate Transactions

If you deactivated the account in order to change the Connection Method (example: from Direct Connect to Quicken Connect), Reactivating for the new connection method may result in a re-download of the most recent 90 days of transactions (depending on the financial institution).

These duplicate transactions should Match to those that already exist in the register, but you should review the data after the reactivation to ensure you're not seeing duplicates.

Once a duplicate transaction already exists in your account register, the only solution is to delete it. 

Online Bill Pay Service Unavailable

If you were using your bank's online bill payment service and have been told to deactivate your Direct Connect accounts, the reactivation for Quicken Connect will not offer the bank's bill pay service.

If you were advised by your bank to make this change because they will no longer offer this service through Quicken, one option is to sign up for Quicken Bill Manager. For more information, click here. 

If you choose to continue using your bank's bill pay service, you can still make payments at the bank's website and the posted payments would continue to download to Quicken via Quicken Connect update.