Deactivate and Reactivate Online Banking Services for a Quicken Account (2023)


Deactivating online banking service(s) removes the account from Update Now or One Step Update. It is also often used as atroubleshooting step, along with reactivating.Please note that deactivating/reactivatingshould not be used as a first means of troubleshooting(unless specified in a help article or by a support representative).

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.

Additional help that compares the different connection methods is available.

Deactivate anaccount

  1. Select the Tools menu and select Account List.
  2. In the Account List, select the account for which you want to deactivate online services, and then click Edit.
  3. In the Account Details window, click the Online Services tab.
  4. Click Deactivatenext to the service you want to disable.
  5. Click Yes to the message asking if you want to disable this service. Note: If you do not receive this message, additional information is available below
    • 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.
      Deactivate and Reactivate Online Banking Services for a Quicken Account (1)
      This is only recommended if you intend to deactivate an account permanently and need to contact the bank to stop any related fees.
  6. Click OK to the confirmation message.
  7. (optional) If you do not intend to reactivate, contact your financial institution to cancel any fees they may charge for access to Quickenonline services.Deactivating the account in Quicken will not normally stop the service fee.

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.

(Video) Quicken Windows - Bank Account Connection Change

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). Once they are all deactivated, then you can follow the steps to reactivate.

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

Quicken will not deactivate online services if you have not accepted all downloaded transactions. Verify that you have accepted all transactions.

  1. Open the account register and select the Downloaded Transactions tab at the bottom of the register. If there are not any transactions listed, skip to step 3.
  2. Accept all transactions and then follow the steps above to deactivate online services.
  3. Selectthe Tools menuand select Online Center.
  4. Select the appropriate financial institution and account.
  5. Select Transactions.
    • If transactions are listed, click Compare to Register and accept the transactions.
    • If no transactions are listed or Compare to Register does not allow you to accept the transactions,additional informationis available on the support site.

What if the Deactivate button is grayed out?

This could be a sign of data integrity issues and we recommend you contact Quicken Support.

To Reactivate Account(s)

  1. Open the Account List (Ctrl + A).
  2. Click the Edit button on the account you want to reactivate.
  3. Go to the Online Services tab and click the Set up Now button.
  4. Type in the financial institution name and walk through the wizard.
  5. Choose LINK on the screen displayedafter Quicken finds the available accounts at the financial institution for your login credentials and carefully link to your existing Quicken account(s).

Issues You May Encounter

Reactivating an account is a simple process, but you may find you encounter one or more of the conditions below, depending on the reason for the original Deactivate and the new Reactivate.

(Video) Deleting Accounts in QuickBooks Online

Duplicate Transactions

If you deactivated the account in order to change the Connection Method (example: from Direct Connect to Express Web Connect), Reactivatingfor the new connection method may result in a re-download of the most recent 90 days of transactions (depending on the financial institution).

These duplicate transactions should Match to those that already exist in the account register, but you should review the data after the reactivation to ensure you're not seeing duplicates in your account register.

Once a duplicate transaction already exists in your account register, the only solution is to delete it.


Online Bill Pay Service Unavailable

If you were using your bank's online bill payment service and have been told to deactivate your Direct Connect accounts, the reactivation for Express Web Connect will not offer the bank's bill pay service.

If you were advised by your bank to make this change because they will no longer offer this service through Quicken, one alternative is to sign up for Quicken Bill Manager.For more information, click here.

If you choose to continue using your bank's bill pay service, you can still make payments at the bank's website and the posted payments would continue to download to Quicken via Express Web Connectupdate.

(Video) Fix Error CC-501 when adding checking account in Quicken for Windows

Unable to Activate with a Different Bank Name

Sometimes the financial institution changes their name, which requires theDeactivate and Reactivate process be followed to link your existing Quicken accounts to the new name at the bank.

If you encounter a problem with the Reactivate portion of this process:

  1. Go tothe account you are having problems reactivating.
  2. Right-click on the account name and click Edit Account.
  3. In the dialogbox,remove the financial institution name and click OK.
    • NOTE: You can only perform this action if the account has been completely deactivated. If the account name is grayed out, there is still a service activated for that account.
  4. At the top of the Account Bar, click the+(plus sign)button.
  5. Enter the name of the financial institution you would like to set up.
  6. Enter your credentials. Quicken will connect with your financial institution to set up the account.
  7. ChooseLINKon the screen displayedafter Quicken finds the available accounts at the financial institution for your login credentials and carefullylink to your existing Quicken account(s).
(Video) Quicken - Connecting a Bank Account


How to deactivate and reactivate online banking services for a Quicken account? ›

Select the Tools menu and select Account List. In the Account List, select the account for which you want to deactivate online services, and then click Edit. In the Account Details window, click the Online Services tab. Click Deactivate next to the service you want to disable.

What happens when I deactivate an account in Quicken? ›

Deleting an account (checking, savings, etc.) permanently removes that account, and all the transactions within it, from your Quicken data file. If you'd like to maintain a record of the transactions without having the account show on your account list, you can hide or close the account instead.

Can I use Quicken without online banking? ›

If you prefer not to download transactions directly from your bank or your bank is not in the list of supported financial institutions, you can manually add your transactions instead.

How do I reactivate a closed account in Quicken? ›

Once you close an account in Quicken Windows, it can't be reopened. I believe you can create a new investment account and move all the transaction from the old account to the new one and then delete the old one.

How do I reactivate my online banking? ›

How to Activate Net Banking?
  1. Go to the bank's website.
  2. Click on the 'login' or 'register' button.
  3. Enter required account information, such as the account number, mobile number, branch code, and CIF number.
  4. Click the 'submit' button.
  5. Verify your identity by entering the OTP sent to your registered mobile number.
Dec 30, 2022

How do I deactivate my internet banking? ›

If your account is in another bank, then you should visit your bank's website. Then select Lock User Access. Now enter your username, account no, and mobile no. Your Netbanking stop will be done.

Is deactivating your account the same as deleting it? ›

Tip: The main difference between deactivating and deleting a user is that a deactivated user can be reactivated while deleting a user is permanent. Keep in mind that if a user is deleted from the account and then needs to be added back to the account, they will be added as a brand new user.

What does it mean to deactivate an account? ›

When you stop using a social networking profile or website, it is a good idea to deactivate or delete your account. This will mean that your content is no longer visible online and should not be searchable online. It will also remove the risk of these accounts being used by others or hacked without you knowing.

Does deactivating account delete everything? ›

Deactivating your account does not fully delete it. When you deactivate your account, Facebook saves all of your settings, photos, and information in case you decide to reactivate your account. Your information isn't gone—it's just hidden.

Why won t Quicken connect to my bank? ›

Uncheck the account(s) that are not syncing correctly. Click Update Accounts. Close and re-open the Edit Account Settings window. Re-check the accounts and click Update Accounts to sync again.

Can I still use Quicken after subscription expires? ›

Overview. After your Quicken Membership expires, you will no longer receive updates to the Quicken application. However, you may continue to use the version of Quicken you had at the time your Membership expired to open your data files and, for Quicken Deluxe and above, continue to use Quicken in a manual mode.

Is it safe to link bank account to Quicken? ›

Security features: There are numerous ways Quicken protects your information, including using secure socket layer technology and firewall controls. Basically, personal financial information traveling from your bank to Quicken to you is all encrypted and unreadable to any hackers during transmission.

Can you reopen a deactivated bank account? ›

In some cases, the bank may reactivate a dormant or inactive account when you make a deposit or withdrawal. But if reopening an old account isn't possible, you could request to open a new bank account with the same financial institution before you explore other options at a different bank.

Can you reactivate a closed account? ›

If you've closed your account (rather than a bank doing so), you can typically submit a request to reopen your account. This can be done online, over the phone, or by visiting a branch in person, with the exact process varying depending on the specific financial institution.

What is reactivate account? ›

In reactivate the prefix re- means "again." Added to the word activate, meaning "start," reactivate means "start again." If your email account has been shut down because of a password error, for example, you would contact tech support to reactivate it, or if you used to be part of a group that has stopped meeting, you ...

What does it mean if your Online Banking is disabled? ›

What do I do if I receive a message that my Online Banking access is disabled? An account is usually disabled because the wrong password has been entered more than three times. To reactivate your account, select the Forgot Password link on the Online Banking login page. Complete the steps to reactive your account.

Can Internet banking be deactivated? ›

The User may request for termination of the Internet banking Services facility any time by giving a written notice. The User will remain responsible for transactions made on his/her account(s) prior to the time of such cancellation of the Internet Banking Services.

What causes a bank account to be deactivated? ›

Banks may freeze bank accounts if they suspect illegal activity such as money laundering, terrorist financing, or writing bad checks. Creditors can seek judgment against you which can lead a bank to freeze your account. The government can request an account freeze for any unpaid taxes or student loans.

Why do I have to re register for Online Banking? ›

Re-registering for Online Banking allows you to retrieve your customer number and also re-set your security details if needed.

How do I reset my internet banking password and username? ›

How to recover SBI internet banking password?
  1. Go to the official SBI internet banking website -
  2. Click on the 'Forgot Password' link.
  3. Give the requested information.
  4. A new password will be sent to registered email address.
  5. Log in with that password and change it for security purposes.
Feb 18, 2020

How do I write a letter to deactivate my account? ›

This letter is to inform you I am closing my accounts at your bank. Please close the account(s) listed below and send me a check for the remaining balance(s). If you have any questions regarding this request, please do not hesitate to contact me in writing or at the telephone number listed below.

Does account deactivated mean blocked? ›

If they have deactivated their account, their profile will still be there. While it's not nice to discover that you've been blocked by someone, it's important to respect and accept their decision to remove you from their online world.

How do I know if they deactivated their account? ›

Search From a Web Browser

Replace “username” with the actual username of that person. A "Sorry, this page isn't available" message will appear if you have no access to the account. That means the person has either deactivated the account or blocked you.

How can a deactivated account be activated? ›

Enter your login credentials. Before you sign in, you'll see a notice asking you to confirm if you want to reactivate your account. If you choose to reactivate, you'll be redirected to your Home timeline. Please note that Tweets, followers, likes, etc., may take a while to fully restore.

How do I sync Quicken with my bank account? ›

To add accounts (such as checking, savings, and credit cards):
  1. At the top of the Account Bar, click the + (plus sign) button.
  2. Type in the name of your financial institution.
  3. Select your financial institution from the results list and click Next.
  4. Follow the on-screen instructions. Click Help for more information.
Apr 11, 2022

How do I refresh my Quicken account? ›

While pressing CTRL+F3 on your keyboard, click Contact info at the top of the screen. You must do all three at the same time. Select the financial institution you want to update, and click Refresh.

How do I relink an account in Quicken? ›

Best Answers

Quit and restart Quicken. Go to this offline account's register and use the upper right gear and select "set up online". Find your bank, go thru the steps and select the "Link to existing" dropdown option which should display the choice to select this particular account to link to.

How many years should you keep in Quicken? ›

For most people, it is best to keep only a year to two years of data in the current file, so that Quicken can work with the data quickly and efficiently.

Do I need to pay for Quicken every year? ›

A: You will be able to install the program on both Windows and Mac. There is not a limit on h… Q: Do i have to buy this every year? A: Yes, all Quicken products are an annual subscription.

How do I reinstall Quicken after subscription expires? ›

Find your Membership expiration date (you can see this by signing into My Account and going to the Subscriptions section). Go to to download and install Quicken for Windows. From the list below, download the patch that was released before your expiration date.

Does Quicken automatically sync with bank? ›

The Quicken Cloud automatically downloads the latest transactions from your banks. You'll always have the latest transactions on your mobile device or with Quicken on the Web.

Which banks support Quicken? ›

Bank List
  • 1199 SEIU FCU New York, NY.
  • 5Point DC.
  • 802 Credit Union.
  • AVB Bank.
  • Academy Bank-KC.
  • Affinity Federal Credit Union.
  • Amegy Bank of Texas - Direct.
Oct 7, 2022

Can I use my Quicken account on two computers? ›

Subscription Release of Quicken

With this release, there is no limit on how many computers Quicken can be installed on. However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID.

How long can bank account be deactivated? ›

It could be as little as 12 months for a current account, three years for a savings account, or in some cases up to 15 years.

How long do you have to wait to reopen a bank account? ›

How to reopen a closed bank account. The steps to take to reopen a closed bank account depend on why it was closed. Nonetheless, you should start immediately when you discover that the account was closed. That's because banks are required by law to charge off the debt within 60 days.

How much does it cost to reactivate bank account? ›

No, banks do not levy any charges for the activation of an inactive account. Can bank-initiated transactions activate a dormant account? No, bank-initiated transactions cannot activate a dormant account.

When can I deactivate my account after reactivating? ›

If you've temporarily deactivated your account and reactivated it, you have to wait a week after reactivating before you can temporarily disable the account again. Unfortunately, this is Instagram's policy, and there's no way to bypass the one-week option before temporarily disabling your account.

How long does it take to activate a deactivated bank account? ›

Once you complete the reactivation procedure, your bank account should typically be reactivated in 24 hours but may take as long as a week in some cases. As soon as this reactivation happens, make a small deposit to keep your account from going dormant again.

Is there a limit as to how many times I can deactivate and reactivate my account on Instagram? ›

You can only deactivate your Instagram account from a computer, a mobile browser, or the Instagram app for iPhone. Keep in mind that you can only deactivate your account once a week.

Do people get notified when you reactivate your account? ›

No. No one will get notification of deactivating or reactivating Facebook account other than you. If someone just deactivates their Facebook, will I still be able to see their Facebook page and will they still be on my friends list?

How do I turn off online services in Quicken? ›

In the Account Details dialog, click the Online Services tab. Click Deactivate in the Online Setup area to stop downloading transactions for this account, and/or click Deactivate in the Online Bill Payment area to stop making online payments from this account.

How do I reset Quicken Online? ›

Reset cloud data
  1. Fo to Edit → Preferences.
  2. In the left pane, select Mobile & Web.
  3. In the right pane, under Quicken Mobile & Web, click Reset your cloud data.
  4. In the Reset Your Cloud Data dialog, type yes, and then click Reset to confirm the reset.
Jun 24, 2022

Where is the Online Services tab in Quicken? ›

In Quicken, go to Tools > Account List. Find the account in the list, and click Edit. Click on the Online Services tab.

Why was my bank account disabled? ›

When a bank freezes your account, it means there may be something wrong with your account or that someone has a judgment against you to collect on an unpaid debt. An account freeze essentially means the bank suspends you from conducting certain transactions.

How do you reset Quicken app? ›

Go to Edit > Preferences > Mobile & Web. Click Reset your cloud data.

Why is my bank account not updating in Quicken? ›

If this issue occurs frequently

Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now.

How long does it take to reset an account on Quicken? ›

Please wait at least 24-48 business hours. It may take some time to implement the changes on the bank's server or website. You can try to update the account after 24-48 hours if the same problem happens again then try the same methods as shown above.

How do I connect Quicken to the Internet? ›

Web Connect - Details
  1. Visit your financial institution website and create a website login if you don't have one already.
  2. Use the website login information as your user ID and password when you add accounts at that bank to Quicken.
Aug 22, 2022


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