Reactivating a Deactivated Account

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 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 Setup Now button
  4. Type in the financial institution name and walk through the wizard
  5. Choose LINK on the screen displayed to you 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 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 to you 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), Reactivate for the new connection method may result in re-download of the most recent 90-days of transactions (depending on the financial institution).

These duplicate transactions should Match to those that alread 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 duplicaate transaction already exists in your account register, the only solution is to delete it. 

Online Bill Pay Service Unavailable

If you were using your banks online bill payment service and have been told to deactivate your Direct Connect accounts, the reactivation for Express Web Connect or Quicken Connect will not offer the banks 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 service. Quicken Bill Pay is a stand-alone 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 banks bill pay service, you can still make payments at the banks website and the posted payments would continue to download to Quicken via Express Web Connect or Quicken Connect update.

Unable to Activate with 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. Click click Add Account button on the Quicken account bar.
  5. Enter the name of the financial institution you would like to setup.
  6. Enter your credentials and let Quicken contact your financial institution to setup the account.
  7. Quicken displays a list of accounts. Select Existing Account instead of New
  8. Quicken displays a list of accounts you can link to. Choose the account you would like to reactivate and click Next.
  9. Quicken continues the account setup process to completion.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.