Setting up an Account Shows "Don't add to Quicken" and Cannot Add Account

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Business
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Overview

When setting up an account in Quicken for Windows, you may find the message "Don't add to Quicken" on the Add Account screen after entering your account credentials.

Possible Causes

  • The account you are attempting to add has already been created in Quicken, although the account is set to hidden. Duplicate accounts cannot be added. 
  • There is damage to the online settings portion of your Quicken data file.
  • The account is of a type that is not supported in Quicken at this time.

If you would like to unhide this account:

  1. First, make note of the account nickname. It is listed to the left of the "Don't add to Quicken" message.
  2. Go to the Tools menu and select Account List.
  3. At the bottom, check Show hidden accounts.  This will only be visible if at least one account is hidden.
  4. Click on Edit to the right of the account with a check mark in the Hidden column.
  5. Click on the Display Options tab and uncheck the box or boxes under Account display.
  6. If you'd like to add this account to One Step Update, click on the Online Services tab and choose Set up Now and enter your credentials as necessary.

To resolve possible file damage:

  1. Make a backup of your file.
  2. Go to File > Validate and Repair File.
  3. If prompted, select your Quicken data file and click OK.
  4. Close Quicken, then reopen.
  5. Attempt the Add Account process again.
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