Troubleshooting online banking issues with Quicken Mobile and Quicken on the Web

Product Version
Windows 2019
Mac 2019

First, try removing the account from Mobile/Web sync then syncing it again:

To do this in Quicken for Windows

  1. Go to the Mobile & Web Tab
  2. Click the Gear Icon to edit your Account Settings
  3. Uncheck the account(s) that are not syncing correctly
  4. Click Update Accounts
  5. Close and re-open the Edit Account Settings window
  6. Re-check the accounts and click Update Accounts to sync again

To do this in Quicken for Mac

  1. Go to the Mobile & Web Tab
  2. Click the Accounts Tab to see a list of your synced accounts
  3. Uncheck the account(s) that are not syncing correctly
  4. Click Update 
  5. Close and re-open the Mobile & Web tab
  6. Re-check the accounts and click Update to sync again

If the steps above do not resolve the issue, deactivate the affected accounts in the desktop program:

To deactivate a Quicken for Windows account

  1. Select the Tools menu and select Account List
  2. In the Account List, select the account for which you want to deactivate online services, and then click Edit
  3. In the Account Details window, click the Online Services tab.
  4. Click Deactivate next to the service you want to disable.
  5. Click Yes to the message asking if you want to disable this service. Note: If you do not receive this message, additional information is available below
    • Direct Connect users: If you are deactivating a Direct Connect account, you may see an additional prompt advising you to contact your bank to cancel the Direct Connect service. This is only recommended if you intend to deactivate an account permanently and need to contact the bank to stop any related fees.
  6. Click OK to the confirmation message.  
  7. (optional) If you do not intend to reactivate, contact your financial institution to cancel any fees they may charge for access to Quicken online services. Deactivating the account in Quicken will not normally stop the service fee.

If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.

To Deactivate a Quicken for Mac account

  1. Click on the account name in the bar down the side of Quicken Mac
  2. Click the Settings gear icon in the bottom right corner
  3. Click the Troubleshooting button
  4. Click the Deactivate Downloads button
  5. Click Save.

Then, reactivate the accounts

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

  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).
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