How to Reauthorize Accounts in Quicken After Bank Changes: Step-by-Step Guide

reauthorize Quicken account after bank change: When your bank updates its connection settings or merges with another institution, Quicken users may face connection issues such as Quicken Error CC-501, OL-297-A, or missing transactions. In this guide, we’ll walk you through how to reauthorize accounts in Quicken after such bank changes.

Why You Need to Reauthorize Your Bank in Quicken

Banks sometimes update:

• Their security protocols (OAuth)
• URLs used for transaction download
• Account access permissions due to mergers or system upgrades

When that happens, Quicken can’t connect to your bank unless you reauthorize the connection manually.

Signs You Need to Reauthorize an Account

You may see:

• Errors like CC-501, CC-502, OL-220, or OL-297
• “Your financial institution requires reauthorization” pop-up
• Missing or outdated transactions
• “Update Now” fails repeatedly

Step-by-Step: How to Reauthorize Accounts in Quicken

Open Quicken (be sure you are running the most recent version). Go to:

Help → Check for Updates

Identify the Account to Be Reported

• Click on the Tools menu
• Choose Account List (Ctrl+A)

Find the account that is having trouble setting up the connection.

Click to the right of the account name………………………… (Edit)

Disable the Current Connection

• Go to the Online Services tab.
• Click Deactivate
• Confirm when prompted
• Click OK, then go back to Account List

Step 4: Reactivate the Account (Reauthorization)

1. Go to Tools → Add Account
2. Search for your financial institution by name
3. Choose your bank and follow the on-screen reauthorization process.
4. Sign in using your bank credentials
5. Authorize Quicken access to your accounts
6. Link the accounts to the existing ones in Quicken

Update Transactions

• Once reauthorization is complete, go to Tools → One-Step Update
• Check for any new transactions and verify account balances

Optional: Refresh Online Account Information

• Go to Tools → Online Center
• Select your bank from the dropdown.
• Press Ctrl+Shift+Z to refresh the FI (financial institution) profile.

Conclusion

It’s important to reauthorize your Quicken accounts after making a bank change in order to avoid connection errors and missing transactions. By taking the steps I’ve shared here, you’ll be well on your way to regaining full connectivity with your bank and keeping your budget running without a hitch.In this blog, you can know reauthorize your Quicken account after bank change

Read:-Fix Missing Categories in Profit and Loss Report for Schedule F in Quicken