Re: One Step Update

On Thursday, March 9, 2023 at 11:43:08 AM UTC-6, Ken Blake wrote:
> On Thu, 9 Mar 2023 11:57:11 -0500, Hank <[email protected]> wrote: 
> 
> >On 3/9/2023 11:35 AM, Ken Blake wrote: 
> >> Running the latest version of Quicken Premiere under the latest 
> >> version of Windows 11 Professional. 
> >> 
> >> Every morning when I do a OSU, it begins with a message saying 
> >> 
> >> "The following financial institutions are transitioning to a new 
> >> connection method..." 
> >> 
> >> It lists two American Express accounts, both long closed. Both are 
> >> listed in the OSU window, but neither has its box checked. 
> >> 
> >> Short of trying to update the accounts, my only choices are to click 
> >> "Remind me next time" or to shut down OSU. I want neither but I always 
> >> click "Remind me next time," since I want to do an OSU. 
> >> 
> >> Neither account is shown on the account sidebar, but both are listed 
> >> in "More accounts." I suppose the problem might go away if I deleted 
> >> the accounts, but I don't want to do that, since I want to keep the 
> >> history there. 
> >> 
> >> How can I get rid of this (minor) annoyance" Also how can I remove 
> >> their unchecked boxes in the OSU window? 
> >> 
> >Try going to Accounts;Edit and select Display Options tab; select Close 
> >Account
> Done. That worked.Thanks very much.

If you "Closed" the account and you need it later for something you will NOT be able to reopen it (Windows).

See https://community.quicken.com/discussion/7900657/how-do-i-reopen-a-closed-bank-account
https://community.quicken.com/discussion/7923683/how-to-reopen-a-closed-investment-account-in-quicken-for-windows

You might want to restore a backup and try "Hide" the account and see if that works.
Also before you make any changes always make sure have copy of the file being changed.