Get Keeping Your Quicken Accounts Up-to-Date, Page 3--Explains

You should close an account in Quicken when its real-world counterpart is closed at your financial institution, or you no longer have, or don't care to track, the asset or liability that the account represents. What happens when I close an account? The balance of the account is set to zero.

Updating transactions and balances in your Quicken spending accounts is easy. Choose Tools menu > One Step Update. Transaction information is updated directly into Quicken, and then you can compare your financial institution's records to your own.

One Step Update is automatically applied to Express Web Connect or Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account.

Updates will occur within 15 minutes of the selected time (not the exact time specified). This helps balance the load on the servers of your financial institutions. Scheduled updates can't take place while Quicken is running.

If your financial institution has recently merged or made other changes to the online services offered in Quicken you may need to manually update the list Quicken maintains. Choose Tools menu > Online Center. Select the financial institution you want to update from the Financial Institution drop-down menu.

Answers. To sort or alphabetize the account bar you have to open the account list (go to Tools - Account List or Ctrl+A) and highlight one and move it up and down one at a time. In a new Quicken file, new accounts are listed in alphabetical order (within their account group) ...

Update your investing accounts Open the account you want to update. Click (the Account Actions icon), and then choose Update Now. ... Enter your password. ... In the One Step Update Settings dialog, verify the account to update and bill payments to send (if any). ... Click Update Now.

One Step Update is automatically applied to Express Web Connect or Direct Connect accounts. However, it is possible to turn One Step Update off or on for an account.