Page History
Use One Step Update on your account bar to easily update all of your ONLINE Online accounts.
You can also trigger a One Step Update from using Tools menu → One Step Update. You may need to Enter Vault Password.
...
Once the update is completed, you will see the One Step Update Summary. you may see an item that Needs needs your attention. Click the question mark 
by the entry for information about resolving the problem.
...
| Info |
|---|
One Step Update doesn't work with Web Connect accounts. Quicken may be able to upgrade accounts you currently update through your financial institution's website to another connection type that you can use with One Step Update. If this is the case, Quicken will let you know. |
How do I enable an account for One Step Update?
One Step update is automatically applied to Express Web Connect or Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account.
To turn One step Update on or off for an account:
- Use One Step Update on your account bar to easily update all of your Online accounts.You can also trigger a One Step Update using Tools menu → One Step Update. You may need to Enter Vault Password.
- The One Step Update Settings screen will appear. Each account has a check box next to it. To turn on One Step Update for an account, click the check box to add a checkmark. To turn One Step Update off for an account, click the check box to remove the check mark.
- Click Apply.
| Info | ||
|---|---|---|
| ||
If your account does not appear on the One Step Update Settings screen, then it is not the correct type of account to use for One Step Update. This includes manual accounts and Web Connect accounts. When you use Web Connect, you log in to your financial institution's website and click a button or link to initiate the download process (often called Download to Quicken). |
Overview
Content Tools