Reactivating a Deactivated Account

Quicken for Mac 2015
Quicken for Mac 2016
Quicken for Mac 2017
Quicken for Windows 2014
Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

Overview

You may find that you need to re-enable online services for an account that you have deactivated in Quicken. Re-activating the account is a simple process, but you may find you encounter one or more of the conditions below, depending on the reason for the original Deactivate and the new Reactivate.

To Reactivate Account(s) in Quicken for Windows

  1. Open the Account List (Ctrl + A).
  2. Click the Edit button on the account you want to reactivate.
  3. Go to the Online Services tab and click the Set up Now button.
  4. Type in the financial institution name and walk through the wizard.
  5. 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).

To Reactivate Account(s) in Quicken for Mac (2015 or newer)

  1. Click the account name in the list displayed down the side of Quicken, to open the register.
  2. Click the Settings gear in the lower right corner of the register view.
  3. Click the Setup Transaction Download button.
  4. Type in the financial institution name and walk through the wizard.
  5. 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).

Issues you may encounter include:

Duplicate Transactions 

If you deactivated the account in order to change the Connection Method (example: from Direct Connect to Express Web Connect or 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 account register, but you should review the data after the reactivation to ensure you're not seeing duplicates in your account register.

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 Express Web Connect or (Quicken Connect in Quicken for Mac) 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 alternative is to sign up for Quicken Bill Pay. Quicken Bill Pay is a standalone bill pay service that can be linked to an Express Web Connect or Quicken Connect activated account in a Quicken product version that supports online bill payment.

See GEN81972 for information on signing up for Quicken Bill Pay service.

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 Express Web Connect or Quicken Connect update.

Unable to Activate with a Different Bank Name

Sometimes the financial institution changes their name, which requires a Deactivate and Reactivate process be followed to link your existing Quicken accounts to the new name at the bank.

If you encounter a problem with the Reactivate portion of this process:

  1. Go to the account you are having problems reactivating.
  2. Right click on the account name and click Edit Account.
  3. In the dialog box, remove the financial institution name and click OK.
    • NOTE: You can only perform this action if the account has been completely deactivated.  If the account name is grayed out, there is still a service activated for that account.
  4. At the top of the Account Bar, click the + (plus sign) button. On Quicken 2016 or older, click Add an Account at the bottom of the Account Bar.
  5. Enter the name of the financial institution you would like to setup.
  6. Enter your credentials. Quicken will connect with your financial institution to setup the account.
  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).