If transactions are listed, click Compare to Register and accept the transactions.Select the appropriate financial institution and account.Select the Tools menu and select Online Center.Accept all transactions and then follow the steps above to deactivate online services.If there are not any transactions listed, skip to step 3. Open the account register and select the Downloaded Transactions tab at the bottom of the register.Verify that you have accepted all transactions. Quicken will not deactivate online services if you have not accepted all downloaded transactions. What if Quicken tells me to accept downloaded transactions before deactivating online services? Once they are all deactivated, then you can follow the steps to reactivate. Important: If you are deactivating/reactivating an account to resolve an issue, you will need to deactivate all the accounts with that affected financial institution that you have activated in Quicken (including hidden ones). 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. (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.This is only recommended if you intend to deactivate an account permanently and need to contact the bank to stop any related fees. 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.Note: If you do not receive this message, additional information is available below Click Yes to the message asking if you want to disable this service.Click Deactivate next to the service you want to disable.In the Account Details window, click the Online Services tab.In the Account List, select the account for which you want to deactivate online services, and then click Edit.Select the Tools menu and select Account List.In certain cases, you'll need to deactivate an online banking service that uses a specific connection method and then reactivate using a different connection method in order to use specific online payment service providers.Īdditional help that compares the different connection methods is available.
It is also often used as a troubleshooting step, along with reactivating. Please note that deactivating/reactivating should not be used as a first means of troubleshooting (unless specified in a help article or by a support representative).
#BANKTIVITY VS QUICKEN MAC UPDATE#
Deactivating online banking service(s) removes the account from Update Now or One Step Update.
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