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Use One Step Updateon 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.
You will see a progress screen while Quicken contacts your financial institutions and downloads your transaction data.
Once the update is completed, you will see the One Step Update Summary. you may see an item that needs your attention. Click the question mark by the entry for information about resolving the problem.
What is One Step Update?
One Step Update is a single access point for almost all connected services; you can update transactions and sendonline paymentinstructions for multiple accounts, sync your data to the Quicken Cloud anduse Quicken on your phone or tabletto download security quotes, export some of your Quicken account information toInvesting.Quicken.com, and obtainproduct updatesfor your Quicken software.
One Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to:
Download the latest cleared transactions and balances for all youronline-enabledbank, investment, 401(k), and credit card accounts.
Send or cancel online payments (not supported by all financial institutions).
Transfer money between accounts at the same financial institution, if you are connected viaDirect Connect.
You can set up Quicken to automatically download transitions at the beginning of a session. Go to Edit menu → Preferences → Startup. Select Download transactions when Quicken starts and click OK.
One Step Update doesn't work withWeb 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 Updateon 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 checkbox next to it. To turn on One Step Update for an account, click the checkbox to add a checkmark. To turn One Step Update off for an account, click the checkbox to remove the check mark.
Click Apply.
What if I don't see my account in One Step Update Settings?
If your account does not appear on the One Step Update Settings screen, 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).
Notes
Set up scheduled updates
You canschedule updatesto connect to your financial institutions to regularly download cleared transactions at a time that you specify.
Check for free software updates
Each time you start a One Step Update session, Quicken checks to see if there is an update to the Quicken program. If an update is available, Quicken asks if you'd like to download the update.
Determine if (and how) an account is connected
The best way to determine if (and how) your account is connected is by using the Account List. To do so, chooseTools menu > Account Listand look in the Transaction Download column for your account. This will let you know if it is connected, and by what method. If you want to establish or change your connection method, click theEditbutton next to the account name, and then click theOnline Servicestab.
Permanently exclude an account from One Step Update
Update an account by downloading and importing a file
This isn't the best way to update an online-enabled Quicken account. It's often time-consuming, and any of the standard Quickenconnection methodsprovide a much faster and easier experience. However, downloading and importing a file can be useful if you are having connectivity problems, or if you want to update an account that isn't online enabled. Here's how:
Log in to your financial institution's website.
Navigate to the download page and click the Quicken logo orDownload to Quicken. The exact location of the download page is determined by your financial institution. It is frequently in an area of the website identified as the Download or History area.
Your browser will download aWeb Connect file that contains your account transactions (you can recognize such a file by the.QFXextension in its file name).
Return to Quicken and chooseFile menu > File Import > Web Connect File.
Navigate to, and then select the Web Connect file you just downloaded.
ClickOK.
Give the account a name. Or, if you already have an account in Quicken for these transactions, chooseLinkand the account name in the dialog that follows.
About Direct Connect, Express Web Connect, and Web Connect
The connection methods available to you depend on your financial institution and your account type.
Express Web Connect (Free)
Express Web Connect provides an integrated way to update transactions and account balances for financial institutions that do not currently connect directly to Quicken. With Express Web Connect, you can use One Step Update to update multiple accounts, and you no longer have to go to a financial institution's Web site to retrieve transactions.
Direct Connect (Fees may apply)
Direct Connect is a service some banks use to connect to Quicken. You will know if you have Direct Connect if you specifically signed up for it and/or your bank sent you a special user ID and password to use with Quicken. Some financial institutions require Direct Connect to use services such as bill pay, or transfers via Quicken.
Web Connect (Free)
Many financial institutions offering Web banking also let you download your Web transactions into Quicken. If you already have a password, and if the website displays the Quicken logo or contains a button or link that saysDownload to Quicken, this means that your financial institution supports the Web Connect protocol for downloading and importing transactions into Quicken.
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It's a good idea to back up your work each time you use Quicken, even if you have plenty of space on your hard disk. If your hard disk fails, you'll need torestoreyour files.
You can back up your Quicken data to USB drives, CDs, DVDs, and so on.
Another way to safeguard your valuable Quicken data is to back it up every day to a remote location.
Quicken provides you with a free subscription to DropBox, a service that lets you store files in the cloud. This helps prevent losing important data if your computer crashes. Use Dropbox to store your Quickenbackups. To learn how to set up DropBox visit this support article.
Back up my Quicken data file to my computer or to an external source
Insert or attach the external media you want to back up your Quicken data file to.
If it isn't already open, open the data file you want to back up.
Type Ctrl + B. The Quicken Backup screen will appear.
You can also navigate here by selecting File menu → Copy or Backup File, then selecting Create a complete backup and Next.
To identify the location you want to save the file to, select Change and navigate to the appropriate media and directory.
Click Save Backup to start the backup.
Click OKwhen the Quicken Backup screen confirms Quicken has backed up the file successfully.
Remove the backup media and store it in a safe place.
To create a second backup copy, repeat the previous steps.
Quicken provides you with a free subscription to DropBox, a service that lets you store files in the cloud. This helps prevent losing important data if your computer crashes. Use Dropbox to store your Quickenbackups. To learn how to set up DropBox visit this support article.
Dropbox isnotintended to be used to share a single Quicken data file between multiple computers or users.Use DropBox only for backups. Never store and access your active data files using DropBox.
General troubleshooting information about Quicken's backup and restore feature is availablein-productand on theWeb.
What if I want to change the backup options?
Quicken includes several backup options that you canchangeto meet your needs.
After you'veset up your Quicken desktop software, you might want to change your Quicken ID password. Here's how:
ChooseEditmenu >Preferences.
In the left pane, select Quicken ID & Cloud Accounts.
In the right pane, underQuicken Profile, selectUpdate Profile.
TheMyAccount screen displays.
SelectChange Password.
Enter yourCurrent Password.
Enter your New Password.
ClickSave Changes.
Remember to change the password to match on the mobile devices that you want to sync with this data file.
You can run only one instance of Quicken on a single computer at this time. However, there are several things you can do to give more than one user access to the Quicken data file.
The Quicken data file resides in the default folder of the user who installed Quicken (User 1). If another user (User 2) wants to access the Quicken data file, you must either:
Grant User 2 administrator rights on Windows, and then have User 2 open the Quicken data file in User 1's data folder. If you need additional assistance, refer to Windows Help.
Copy the Quicken folder for User 1 to the shared documents location on the hard disk.
To copy the Quicken folder for User 1 to the shared documents location:
In Windows Explorer, navigate to theQuickenfolder.
Select the Quicken folder.
ChooseEdit menu > Copy.
Still in Explorer, go to the shared documents location on the hard disk. The shared documents location is typically C:\Users\Public\Public Documents.
Select the Shared Documents folder.
ChooseEdit menu > Paste.
The Address Book is fully integrated into Quicken. See the Notes section below to learn more.
To add or update address and contact information in the Address Book
ChooseTools menu > Address Book.
To add a new address, clickNew.
On the Payee tab, enter a payee name. A payee name is required when you add a contact to Address Book. You can enter as much additional detail as you want.
To edit an address, select it from theAddress List(if necessary, first select the proper group from theGroupdrop-down list), and then clickEdit.
Click theContacttab and enter as much detail in the fields as you want.
ClickUse Payeeto copy thePayee name(from the Payee tab) into theNameorOrganizationfields. (Optional)
Click theDocuments tabto upload documents pertaining to this person. You can upload documents only for a customer or a vendor. You can upload any agreements you may have with this person or any ID proof / Address proof of this person etc for future references. To do this, click on ‘Attach’ and upload a scanned copy of this document. You can add ‘Notes’ to enter any extra information about each document.
ClickFormatto format the information forprinting. (Optional)
ClickOK.
To update an address from the Memorized Payee or Bill & Income Reminders List
From theMemorized Payee ListorBill & Income Reminders List, select the payee you want to update.
In the Action column, clickEdit.
ClickAddress.
Update the address and any other necessary information inAddress Book.
ClickOK.
To update an address from the Write Checks window
ChooseTools menu > Write and Print Checks.
Enter the payee name.
ClickEdit Address.
Update the address and any other necessary information inAddress Book.
ClickOK.
To update an address from a business form
From the Edit Estimate or Edit Invoice window, enter the customer or vendor name you want to change.
Quicken will fill in the address fields for you if the address is in the QuickFill List.
Otherwise, enter the address you want to update.
Make any changes necessary, and save the form.
In the Update Address dialog, clickUpdateto update the existing address in theAddress Book, or
Enter a unique identifier in the Description field to distinguish the changed address from the existing address inAddress Book, and then clickAdd.
Quicken displays the payee name in the Address Book window with the identifier enclosed by braces (for example, Financial Institution {Credit Card}). The identifier is for tracking purposes only and won't display on printed checks or forms.
To add payees to the QuickFill list
Quicken has several automatic features for data entry. Together, these features are called QuickFill. When you're entering data in the Address Book, register, Write Checks window, or Split Transaction window, QuickFill completes each field after you type a few letters. QuickFill also provides drop-down lists so that you can find items such as payee names and categories quickly.
ChooseTools menu > Address Book.
ClickNew.
Enter the payee information.
Select theInclude this Payee in QuickFill Listcheck box.
ClickOK.
ChooseEdit menu > Preferences > Register.
In the left navigation pane, clickQuickFill.
Select theAdd Address Book QuickFill items to Memorized Payee Listcheck box.
Notes
Other than what I enter directly, is additional contact information included in Address Book?
Yes.
In addition to the contacts you add to Address Book, the Address Book contains the payee names and addresses you've created in the Memorized Payee List, Bill & Income Reminders List, and the Write Checks window.
Items on theMemorized Payee List. Items on this listQuickFillfor you in any appropriate fields (for example, customer name and address fields on estimates and invoices if you use Quicken Home & Business) after you type a few letters.
You can add or update contact information from any of the above locations. If you use Quicken Home & Business, you can also manage contact information from any business form you may need to submit to a customer or a vendor (for example, estimates and invoices and payments to vendors).
If I modify a contact in the Address Book, will it be updated elsewhere in Quicken?
Any changes you make to the contact information in the Address Book are reflected in your Bill & Income Reminders List. If you use Quicken Home & Business and your payees have been added to your Customer and Vendor Lists, these lists are updated as well.
Address Book updates the information in your Reminders and Memorized Payee Lists, and the Write Checks screen, but it does not update the Online Payees list. To do this, choose Tools menu > Online Center > Payees. Your payment processor maynot allow you to changecertain online payee information (for example, the address of a payee for which there are pending online payments).
What if I have two very similar payees?
When you change the address of a payee, Quicken asks if you want to update the existing payee or create a new one. If you enter the same payee name with a different address, you must add a unique identifier to the name to distinguish one payee from the other.
Note for our Canadian Customers
The following terms will be different in the Canadian releases of Quicken.
Canada: "Cheque" / United States: "Check" Canada: "Colour" / United States: "Color" Canada: "Centre" / United States: "Center" Canada: "Realise" / United States: "Realize" Canada: "Behaviour" / United States: "Behavior" Canada: "Analyse" / United States: "Analyze"
by the entry for information about resolving the problem.
