![]() If your financial institution is listed under the Already Set Up tab but you are still unable to download by clicking the Update All Accounts button or menu item, then you may need to deactivate this (non-working) account and then return to the Set Up Transaction Download view to reconnect. When you choose Accounts > Set Up Transaction Download, you may see a list of financial institutions under the heading "Action Required to Reconnect." Click the Setup button next to the financial institution name and follow the instructions on the subsequent views to get reconnected. ![]() Use the steps above to reconnect these accounts. Some accounts that you were downloading automatically via One Step Update in another version of Quicken may get set to a lower level of connectivity (Web Connect file download) during the file conversion process. If you converted a file from Quicken 2007 for Mac or Quicken Windows Follow the instructions on the subsequent views to get connected.Find the account name or financial institution you'd like to set up and click the Setup or Try to Connect button as appropriate for the accounts you see listed.Some accounts, such as asset and liability accounts, cannot be set up for download. ![]() ![]() If all of your accounts are already set up for download, then you will see a list of those accounts and a message that reads "All accounts are already set up.".If you have accounts that are not already setup for transaction download, you should see them listed under the Get Connected tab.In Quicken, choose Accounts > Set Up Transaction Download from the menu bar.To set up transaction download for an account already tracked in Quicken However, if you've been using manual entry accounts and want to try downloading, if you've converted from Quicken Windows or Quicken 2007 for Mac, or if you've experienced problems and had to disable downloads for one or more accounts you may need to set up an existing account for automatic download. ![]() By default, Quicken will attempt to set up transaction download when you add a new account or financial institution (see also Adding accounts). ![]()
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