One Step Update is a single access point for almost all connected services; you can update transactions and send online payment instructions for multiple accounts, sync your data to the Quicken Cloud and use Quicken on your phone or tablet to download security quotes, export some of your Quicken account information to Investing.Quicken.com, and obtain product updates for your Quicken software.
One Step Update is the centralized access point for almost all connected services in Quicken. It makes it easy to:
- Download the latest cleared transactions and balances for all your online-enabled bank, investment, 401(k), and credit card accounts.
- Send or cancel online payments (not supported by all financial institutions).
- Transfer money between accounts at the same financial institution, if you are connected via Direct Connect.
- Sync your data to the Quicken Cloud and use Quicken on your phone or tablet.
- Download security quotes, download currency exchange rates, export some of your Quicken account information to Quicken.com, and obtain product updates for your Quicken software.
Note: One Step Update doesn't work with Web Connect accounts. Quicken may be able to upgrade accounts you currently update through your financial institution's website to another connection type that you can use with One Step Update. If this is the case, Quicken will let you know.