Cannot release transactions in Online Center

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I have Q2017 Premier. I have a 529 account set up. Several months ago I set it for automatic add of transactions. Then in end of October transactions started showing up in Online Center rather than in the register or in the Approve Transactions. I turned off the Automatic Add. In November and December some transaction are going directly into the register and some are going into Online Center. I've tried selecting one and clicking the Compare to List button, with no effect. So I really have two, probably related problems:  Some transactions are going directly into the register, even though that option is not set; I cannot get transaction in Online Center to transfer to the register. A fix or work-around would be mightily appreciated.
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Ken Kast

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Posted 6 months ago

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thecreator, SuperUser

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Hi @ Ken Kast ,

You can't release transactions from the Online Center, because it only mirrors the Transactions found in the Downloaded Transactions area, beneath each Register that you set up for Online Services.

You go to the Downloaded Transactions area to Accept or Delete the Transaction.
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Kenneth Kast

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My honked-up accounts were 529 college savings accounts. What I finally did was this:
0. Copied my Quicken data file.
1. Added a "dummy" 529 account. Clicked on Advanced Setup. In the setup I said that I wasn't going to connect to download transactions 
2. I exported as a qif file all the transactions from one of the bad accounts.
3. I opened the qif file in a text editor and added the following lines at the top:
!Account
NDummy 529 Plan
TInvst
^
where Dummy 529 Plan was the name of the account I just created.
4. Deleted transaction from the end dating back to when the stuck transactions first appeared. For me that was the end of October so I deleted everything back to Sep 30.
5. Saved the qif file. (Make sure your editor does not affix a .txt extension.)
6. Imported the qif file.
7. After the import went to Tools>Account List. Selected Edit for the dummy account and clicked on Advanced Setup. Put in correct financial services company/account info. 
8. Selected the Online Services tab and followed the instructions there.
When the Online Services was activated all transactions from Oct 1 on were downloaded.
9. Deleted the original account.
10. Renamed the dummy account.
After this the stuck transactions disappeared and downloading behaved correctly.

If the problem is in an other-than-investment account, the "TInvst" above needs to be changed to whatever code is at the the top of the qif file. For example, a checking account would be TBank.

No guarantees express or implied. Hope this helps.
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Steve Osero

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Fixed it.  Left click on account in Menu.  Click "Edit/Delete Account", click Tab "Online Services"  click the blue link that says "Automatic Entry is:"  Make it say OFF.....    Transactions appear in the downloaded transaction list and are removed from the Online Center page.   Good Luck.
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Joost van Haaren

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right on!  I changed it from OFF to ON and synced again, this time all the stuck transactions went in to where they were supposed to for my investment account.  Thanks for posting this!!!


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Cannongeorge

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I am having similar issues - Q15, Rental Property Manager R12 (24.1.12.12).  Like Ken, all of my troubles started quite suddenly in November, previously cleared transactions continue to remain "stuck" in my online center; thus making edits of vendor information impossible.  After numerous phone calls to Quicken support I have re-set "accept downloaded transactions" back to manual, (which is what I prefer and was doing before November anyway), "deactivated" and "reactivated" my account several times; un-installed and re-installed Quicken; and even dumped my old data file and started a new one.  BUT THE PROBLEM CONTINUES! Per Quicken support, the only work-around they have so far is to go into the transaction register (after accepting transactions) and then Delete them using the "Ctrl-OK" option; this is the only way to finally get them to stop appearing in the online center. 

This is tedious and not what I expect.  Are there any other switches/settings buried in the program that I should check?     

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Cannongeorge

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I am having similar issues - Q15, Rental Property Manager R12 (24.1.12.12).  Like Ken, all of my troubles started quite suddenly in November, previously cleared transactions continue to remain "stuck" in my online center; thus making edits of vendor information impossible.  After numerous phone calls to Quicken support I have re-set "accept downloaded transactions" back to manual, (which is what I prefer and was doing before November anyway), "deactivated" and "reactivated" my account several times; un-installed and re-installed Quicken; and even dumped my old data file and started a new one.  BUT THE PROBLEM CONTINUES! Per Quicken support, the only work-around they have so far is to go into the transaction register (after accepting transactions) and then Delete them using the "Ctrl-OK" option; this is the only way to finally get them to stop appearing in the online center. 

This is tedious and not what I expect.  Are there any other switches/settings buried in the program that I should check?     

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Steve Osero

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Same issue here with my investment accounts....401K and IRAs   Transactions are hanging in the online center and there is a flag next the the account on the list saying I have transactions to approve but none of them show up in the register under downloaded transactions.  My balances are off because of this.  I click Compare to Register in the Online Center page and nothing happens.   I can't deactivate the online updates because it says I have transactions to approve first......image that.....so I'm stuck.  I deleted the 401k account and started a new account and downloaded all my transactions....I now have 253 transactions waiting in the Online Center and still nothing in the Downloaded transaction part of the register for the 401K    HELP....  Quicken 2017 Home and Business....R4
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Haapy

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I had this same problem with Q 2016. Cash account linked to an investment account. I resolved it by doing a reconciliation on the problem cash account. It tagged the problem transactions as added, completed the reconciliation and cleared the online center.
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Haapy

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I upgraded to 2017 Deluxe R5 and all is good.