One Step Update not… Updating

[z]

Seeking help from you great Quicken experts. A few weeks ago I entered my
daily receipts in Quicken (27.1.52.33) on my Windows 10 PC, saved the work,
performed One Step Update & closed the program. All was well. Next day,
entered info, saved work & performed OSU and…. would not complete.
Financial Institutions updated but Online Services would not. Program
eventually freezes & I have to close by using Task Manager. My search for a
solution has been fruitless. I performed a resync to no avail. Every time I
try OSU, same thing happens. Definition of insanity? Suggestions, please.
Thanks.

Rich

[John Pollard]

On Friday, November 10, 2023 at 3:27:54 PM UTC-6, z wrote:

> Next day, entered info, saved work & performed OSU
> and …. would not complete.

> Financial Institutions updated but Online Services would not.

I think it would help if you would supply some more detail.

First of all: what do you mean when you say,

"Financial Institutions updated but Online Services would not"?

Please provide details; including which, if any, financial institutions
successfully downloaded transactions.
And which "Connection Method" appeared to succeed and
which did not.
[The possible "Connection Methods" for One Step Updates are:
Direct Connect (DC)
Express Web Connect (EWC)
Express Web Connect+ (EWC+)
[See the Online Services tab of the Edit Account Details dialog
for each account.]

> Program eventually freezes &
> I have to close by using Task Manager.

Does anything appear to be happening during that "eventually"?
Is the Quicken "One Step Update Progress" window open?
Does it appear that any activity is taking place?
Do ANY financial institutions indicate that their update is "complete".

Did you try using "Update Now" for individual financial institutions,
after their One Step Update failed? If so, which ones, and what happened?

When available, did you try using Web Connect
to download to accounts that failed to download in
One Step Update?
[Web Connect requires the user to logon to the financial institution
web site and initiate a QFX download. It's not available for all
financial institutions.]

Please provide the names of the financial institutions that
successfully complete the download,
those that begin downloading, but do not complete,
and any that never appear in the OSU Progress window.
Include the Connection Method for each.

[z]

John ~

The OSU Progress window that opens shows two categories.

“Financial Institutions” which, in my case, shows two accounts - both
Vanguard. These successfully update using the Direct Connect method.

The second category is “Online Services”. There are four functions, for
lack of a better word. First is “Updating your data” which chugs along for
a bit & then stalls on “(up arrow) Transactions”.

Next is “Quotes & Investment information” which never changes from
“waiting”.

Third comes “Investing Quicken.com” which completes its task.

Finally comes “Currency Exchange Rates” which never changes from “waiting”.

After a few minutes I’ll get a screen asking me to close the program or
wait. (The OSU window stays open) One night I let it try all night to no
avail. So.... Control/Alt/Delete End Task

For the Online Services Category tasks, I am not aware of a Connection
Method unless I am looking in the wrong places.

Rich

[Jill]

On Saturday, November 11, 2023 at 4:06:07 PM UTC-6, z wrote:

> The OSU Progress window that opens shows two categories.
>
> “Financial Institutions” which, in my case, shows two accounts -
> both Vanguard.
> These successfully update using the Direct Connect method.

Just to confirm: those are the only two accounts that are
activated for downloading?
No old accounts that are now closed (or unused) in the
real-world, but possibly still Activated for downloading
in Quicken?

> The second category is “Online Services”.
< There are four functions, for lack of a better word.

> First is “Updating your data” which chugs along for
> a bit & then stalls on “(up arrow) Transactions”.

That one has me stumped.
I have R50.16 and R552.33, and neither ever show
"Updating your data".
What Quicken Edition (Deluxe, Premier, etc.) do you have?
What release?

Do you have the Quicken Preference Mobile & Web > Sync
set to ON?
If yes, have you tried OSU with that Preference OFF?

> Next is “Quotes & Investment information”
> which never changes from “waiting”.
>
> Third comes “Investing Quicken.com”
> which completes its task.

So you do have data at Quicken.com?

> Finally comes “Currency Exchange Rates”
> which never changes from “waiting”.

Do you have the Quicken Preference
"Multicurrency support" checked?

> After a few minutes I’ll get a screen
> asking me to close the program or
> wait. (The OSU window stays open)

Does Quicken close "normally"
if you chose "close the program" there?

> One night I let it try all night to no avail.
> So.... Control/Alt/Delete End Task

> For the Online Services Category tasks,
> I am not aware of a Connection Method
> unless I am looking in the wrong places.

No, you're not missing anything.
Connection Method only applies to downloading
transactions from financial institutions.

I don't recognize any symptoms from your post
that indicate what the problem might be.
But the fact that some elements of the OSU
at least appear to complete successfully,
suggests something you could try.

Plan to try One Step Update one
time for each of the settings
(to attempt to pin down the selection
that may be preventing the OSU from
completing).

Try OSU with selecting only
"financial institutions".
Then try OSU selecting only
"Quotes and investment information"
Then try OSU selecting only
"Investing.Quicken.com"
Then try OSU selecting only
"Currency Exchange Rates"

There are a couple of other long shots
you could try, if nothing said so far leads
to better results.

[z]

Well… I took your questions/suggestions & made a punch list. Got to the
Mobile & Web Synch & Oilá! That was it. I toggled it on & off a few times
to test & each time it was On the update would freeze. Note: when it is
Off (therefore working OK), the function of “Updating your data”
disappears. Turn it back on & it reappears, stalling the update. So….. I
would like the synching to work as I need to reference my data when I’m
away from my desktop. Why it stopped working still remains a mystery but at
least you’ve helped me narrow it down.

[John Pollard]

On Monday, November 13, 2023 at 3:27:21 PM UTC-6, z wrote:

> Well… I took your questions/suggestions & made a punch list. Got to the
> Mobile & Web Synch & Oilá! That was it. I toggled it on & off a few times
> to test & each time it was On the update would freeze. Note: when it is
> Off (therefore working OK), the function of “Updating your data”
> disappears. Turn it back on & it reappears, stalling the update. So….. I
> would like the synching to work as I need to reference my data when I’m
> away from my desktop. Why it stopped working still remains a mystery
> but at least you’ve helped me narrow it down.

Glad you were able to make some progress; sorry I know of no fix.

I suggest you use Quicken Help > Report a problem to notify Quicken
of the issue. Plan to send your "sanitized" data file and all your log files.
You probably won't get a response from Quicken, but if there is a Quicken
problem, your report may help get it fixed.

I think you should also try contacting Quicken support
(Help > Contact Support > Contact Quicken Support): they
may have some insights (I don't use Sync).

[z]

Thanks, John. I will give them a call. Will report back with what they say.


Rich

[John Pollard]

On Monday, November 13, 2023 at 11:35:51 PM UTC-6, z wrote:

> Thanks, John. I will give them a call. Will report back with what they say.

It's just a long shot, but I thought of one more thing you could try.

Go to Edit > Preferences > Quicken ID & Cloud Accounts

Click "Sign in as a different user". But sign in as the same (your regular) user.

Then try OSU again with Sync On.

[John Pollard]

On Tuesday, November 14, 2023 at 6:44:25 AM UTC-6, John Pollard wrote:

> Click "Sign in as a different user". But sign in as the same (your regular) user.

If that doesn't help, there's one more thing to try.

Edit > Preferences > Mobile & Web.

Set Sync to ON and click "Reset your cloud data".

Then try OSU again.

[z]

I fixed it! <cough, cough> Well, not really….. “me”. My Windows 10
Program crashed big time requiring me to re-install Windows. While all my
data was untouched, all my 3rd party apps, Quicken included, also had to
be re-installed. So, downloaded Q, set it all up then entered a few
receipts. Backed up the files then did OSU. Ta-Da!! Did it again. Then
again. Annnnnnd again. Works perfectly. Synch is enabled. I must’ve
inadvertently clicked on something that caused my OSU failure &
re-installing set it back to default.

Thank you one & all for your assistance. Much appreciated

Rich