Deactivate and Re-activate Quicken Account Using Simple Steps




In this article, we’ll discuss the step by step method to deactivate and re-activate Online Banking Services for a Quicken Account. So, just go through the article and follow the step by step instructions.

Most of the time deactivating an account’s online banking services permanently removes it from One Step Update. And in certain cases, you need to deactivate an online banking service that uses a specific connection method.

After that, you can reactivate using a different connection method in order to use specific online banking service providers.

Important instructions: Don’t forget to backup your Quicken files prior to completing any of the steps.

Point to remember: At first, you need to deactivate the online services from the investment account, if you have an investment account that is linked to a cash account.

And when the online services are deactivated for the investment account then the online services for the linked cash account are deactivated simultaneously.

Note: Loan accounts cannot be deactivated. You can only delete and re-add it.

Deactivate Quicken account for windows

  • Firstly, select the Tools menu and then click on the Account List. You’ll see the Account List window will appear on the screen.
  • Next, select the account for which you want to deactivate online services and then click Edit. You’ll see that the Account Details window will now be displayed.
  • After that, you need to click the Online Services tab.
  • Now click Deactivate next to the service you want to disable.
  • Then click Yes to the message asking if you want to disable this service.
  • And, press OK to the confirmation message. You’ll find that the Account Details window is refreshed, and the service is listed as Available.
  • Again click on the General tab and delete the information displayed in the Financial Institution field.
  • Finally, click the OK button.

Deactivate Quicken account for Mac

  • At first, click on the account name in the bar down the side of Quicken Mac.
  • Next, click the settings gear icon in the bottom right corner.
  • After that click the Troubleshooting button.
  • Now click the Deactivate Downloads button.
  • Then click Save.

What happens if Quicken tells to accept downloaded transactions before deactivating online services?

If you have not accepted all downloaded transactions, then Quicken will not deactivate online services. Therefore, you need to verify that you have accepted all transactions.

  1. At first, open the account register and then select the Downloaded Transactions tab at the bottom of the register. In case, if you find no any transactions are listed then skip to step 3.
  2. After that, accept all transactions and then follow the steps above to deactivate online services.
  3. Now select the Online menu and select Online Center.
  4. You need to select the appropriate financial institution and account.
  5. Select Transactions.
  1. In case transactions are listed then click Compare to Register and accept the transactions.
  2. If you find no transactions are listed or Compare to Register does not allow you to accept the transactions. You’ll find additional information is available on the Quicken support site.

Now, once an account has been successfully deactivated, just follow the next steps to re-activate the account:

Activate a Quicken account for Online Banking

  • You need to select the Tools menu and the Account List. The Account List window is displayed. Next, select the account for which you want to deactivate online services and then click Edit. The Account Details window will be displayed.
  • After that, you need to click the Online Services tab.
  • You need to click the setup now button. Now, the financial institution listing will appear.
  • Again you need to type the name of your financial institution so Quicken searches for it.
  • Now just follow the rest of the prompts.
  • And once all steps are completed the account should be activated for online banking.

What if the Deactivate button is grayed out?

Well, this could be a sign of data integrity issues. Therefore, we would recommend you contact Quicken Support.

Moving further, let’s discuss how to re-activate Accounts in Quicken for Mac

  • At first, you need to click the account name in the list displayed down the side of Quicken to open the register.
  • After that, click the Settings gear in the lower right corner of the register view.
  • Now, you need to click the Setup Transactions Download button.
  • Next, just type in the financial institution name and walk through the wizard.
  • Then you need to choose a LINK on the screen displayed after Quicken finds the available accounts present at the financial institution for your login credentials. And then carefully link to your existing Quicken accounts.
Conclusion

We have discussed above how you can easily activate and re-activate online services in Quicken. Apart from this, if you also have any information related to this then you are most welcome to share your views with us.

For additional information, don’t hesitate to contact our experts on toll-free number 8888839555.

 



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