Quicken for Mac 2017 v4.6.0, 4.6.1, 4.6.2, 4.6.3 & 4.6.4 Released
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Updated to Quicken for Mac v 4.6.2 and no credit card or bank will update. I've removed each automatic connection and redone it, it works once and then never again. Goes back to that date and never moves on. Help!0
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There is no uninstaller for QMac; you simply drag the Quicken app to the trash.JoeV said:Please tell me how I can uninstall Quicken, do a reinstall and then upgrade to a 4.6.2 that works. Thanks.
That said, if you already upgraded to v4.6.2, the old version should be sitting in your trash (unless you emptied it already). To re-install, simply drag it back out of the trash, or download and move the Quicken app to your application folder.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
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(Canadian user since '92, STILL using QM2007)
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Oh and you will need to restore a previous version of your data file as 4.6.2 alters you data file so it is not compatible with previous versions of QMac.JoeV said:Please tell me how I can uninstall Quicken, do a reinstall and then upgrade to a 4.6.2 that works. Thanks.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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Bank of AmericaJG0158 said:I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"
Citibank
Montecito Bank and Trust
Chase
Also credit cards:
Amex
Capital One
Discover0 -
Has anyone figured out how to get an account to download transactions automatically when that account will only connect via Quicken connect? The direct connect choice is greyed out. I'm specifically referring to my Bank of America credit card account.0
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Solvang Girl, for Bank of America you have two options.JG0158 said:I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"
(1) "Bank of America - Quicken" allows the account to be configured as a manual account or automatic updates using Quicken Connect. Quicken Connect is the default connection method.
(2) "Bank of America - All Other States" does not support configuring automatic updates using Quicken Connect. It does support configuring the accounts for manual use or using Web Connect or Direct Connect for automatic updates. Direct Connect is the default connection method.
One problem with Quicken is that you need to open fidir.txt to discover the name for your bank that supports the connection method that you want to use. For Quicken Connect you need to see the string, ACCOUNTINFO&EXP-WEB-CONNECT, after your financial institution name.
If you want to use Direct Connect, you need to see ACCOUNTINFO&DIRECT after the financial institution name.
One bug that I have encountered with QM2017 4.6.x is where the sync flag has been set for a Direct Connect account causing the connection request to be sent to the Quicken Cloud where if fails. You will see a 1002 error being returned to indicate invalid credentials.0 -
Based on my experience after upgrading to Q2017 Mac v4.6.2...SolvangGirl said:Updated to Quicken for Mac v 4.6.2 and no credit card or bank will update. I've removed each automatic connection and redone it, it works once and then never again. Goes back to that date and never moves on. Help!
I think the “Last Update” column in the Account Status window no longer indicates when Quicken last connected to your Bank, etc. I think it now indicates when Quicken last actually downloaded new activity. If this is true, the “Last Update” column in the Account Status window will stay the same until there is new activity in that account.
In my case after upgrading to Q2017 Mac v4.6.2, 3 of 14 Quicken Connect accounts downloaded new activity and correctly showed the time of the “Last Update” in the Account Status window. The other 11, that had no new activity, still show the time of the “Last Update” in the Account Status window as before upgrading to Q2017 Mac v4.6.2. FWIW the 3 accounts that updated correctly via Quicken Connect were at: Bank America (Checking), Chase (CC) and Citi (CC).0 -
Just adding my findings. I'm also having an 'update accounts' issue. In my case, selecting the update option, just causes it to spin. After a minute or so, it shuts down the app. Upon restart of the app, I'm presented with a pop up asking to submit a log of the error and what I was attempting. The logging info contains this bit of information: "Application Specific Information:
*** Terminating app due to uncaught exception 'UnlockedTransferTransactionException', reason: 'the target of a transfer has splits which means the source transaction entry should be locked and not deletable.'". Even after some basic troubleshooting, i.e. deactivating all account from quicken (or direct) connection, the error still occurs. Lastly, once I submit the logged info, the app opens and I see downloaded transactions, not by the blue dot indicator next to account name, rather by going into the accounts and seeing the 'cleared' flag has been checked.0 -
Hi Marcus,
Using Quicken for Mac 2017 version 4.6.2. USAA accounts using Quicken Connect will not update. I tried disconnecting one of the accounts, and of course now I can't reconnect. I get a server communication error...
"Sync Error WarningQuicken encountered an error while communicating with our servers.
Try again later. If the error persists, contact Quicken Support. Error Code (null)"
Any ideas?0 -
My 4.5.8 has not updated to 4.6.2 but is no longer operating correctly. When I try to download certain accounts I am asked to sign in with my Intuit ID, but then I get an error message saying something is wrong at Quicken's end. This has been going on for over a week and in the meantime there are accounts I cannot download. Had a bad and very nonhelpful session with phone support.R Strax said:Just updated to 4.6.2 - with much fear after reading this thread. I want to say (fingers crossed!) that the update went smoothly, banking updates are flawless. Program is great! I just want to tell others that come by, jump in! The water's fine!
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I connect to USAA using "Direct Connect" on 4.6.2 and works fine... Have you tried to use "Direct Connect"?Maria said:Hi Marcus,
Using Quicken for Mac 2017 version 4.6.2. USAA accounts using Quicken Connect will not update. I tried disconnecting one of the accounts, and of course now I can't reconnect. I get a server communication error...
"Sync Error WarningQuicken encountered an error while communicating with our servers.
Try again later. If the error persists, contact Quicken Support. Error Code (null)"
Any ideas?0 -
I am also dead in the watr and noticed the wait times for Quickehat and phone support. I am on the verge of finding an alternative to Quicken. I have messed around and wasted a lot of time on this broken product which I PAID good money for!R Strax said:Just updated to 4.6.2 - with much fear after reading this thread. I want to say (fingers crossed!) that the update went smoothly, banking updates are flawless. Program is great! I just want to tell others that come by, jump in! The water's fine!
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The latest fidir.txt file shows that American Express supports Direct Connect, Quicken Connect, and Web Connect. The default is Quicken Connect as ACCOUNTINFO&EXP-WEB-CONNECT is the last ACCOUNTINFO in the American Express entry.JG0158 said:I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"
Chase has the same configuration as American Express. All connection types are available but Quicken Connect is the default.
Citi Private Bank customers can use Direct Connect. Citi bank customers can use Quicken Connect. Citi (Canada) customers can use Web Connect.0 -
I am in the same boat as suebernard. Changed passwords a dozen times with no success. Phone and chat support are both inept. Set up Personal Capital to replace Quicken today. Will report on experience. 1st download produced 90 days of transactions--not a full conversion.R Strax said:Just updated to 4.6.2 - with much fear after reading this thread. I want to say (fingers crossed!) that the update went smoothly, banking updates are flawless. Program is great! I just want to tell others that come by, jump in! The water's fine!
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RickO, are you not running QM2017 4.6.x? The option to "Reset Connected Services" has been removed.JG0158 said:I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"
If you are having problems with Direct Connect, you might want to turn Sync on under Mobile and Alerts. Next click on Accounts. Then click on the None button to disable synchronization of all accounts except those that use Quicken Connect. When the update completes, click the Mobile button and turn Sync off.
You should now be able to update your Direct Connect accounts. Of course this may create problems for Quicken Mobile users.0 -
I can't believe there are some who got this 4.6.2 release to work. Mine is a mess. My account balances are off. If an account has to connect to the FI by Quicken Connect, then no transactions can download--no error is given--just won't download. I give this 2 weeks to get this mess cleared up. I'm so disappointed that Quicken would release this on us.JG0158 said:I have changed the connection type from "quicken connect" to "direct connect" and that got Chase, American Express and Citi Cards. Bank of America could not be done because it doesn't give me the option to change to "direct connect"
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Just updated to 4.6.2. While I had to clean up a few transactions in a few accounts, this was otherwise a simple update. From the comments and stories here, however, I was pretty nervous in making the transition.QMac Subscription - iMac - Quicken Mac user since 19950
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For those with Direct Connect accounts that inexplicably converted during v.4.6.x update to Quicken Connect accounts, please note the workflow for setting them back to Direct Connect. I was not familiar with it and missed the requirement for the "Options" button in Step 3 for specifying the connection type and kept defaulting to Quicken Connect:
1. From Account Settings => "Troubleshooting" => "Deactivate Downloads"
2. From Account Settings => Click on "Set up transaction download"
3. Type in name of financial institution and highlight, but BEFORE clicking "Continue" ...
4. Click "Options"
5. Select radio button for "Direct Connect" (if grayed, DC unsupported or some other problem)
6. Confirm that your account in question is linked to the right account in Quicken
Let me know if this helps anyone.0 -
Hi Eagle22. I just tried to change connection type to "Direct Connect" as per your suggestion, and it didn't work. I got the same message. Thank you for trying. to help me, though.. it was a good suggestion.Maria said:Hi Marcus,
Using Quicken for Mac 2017 version 4.6.2. USAA accounts using Quicken Connect will not update. I tried disconnecting one of the accounts, and of course now I can't reconnect. I get a server communication error...
"Sync Error WarningQuicken encountered an error while communicating with our servers.
Try again later. If the error persists, contact Quicken Support. Error Code (null)"
Any ideas?0 -
On all of my accounts that I tried, Direct Connect is greyed out so I can't select it. Note that you can also get to this by changing the connection type, it goes through the same step to select your financial institution and you can click the same options button.Bob said:For those with Direct Connect accounts that inexplicably converted during v.4.6.x update to Quicken Connect accounts, please note the workflow for setting them back to Direct Connect. I was not familiar with it and missed the requirement for the "Options" button in Step 3 for specifying the connection type and kept defaulting to Quicken Connect:
1. From Account Settings => "Troubleshooting" => "Deactivate Downloads"
2. From Account Settings => Click on "Set up transaction download"
3. Type in name of financial institution and highlight, but BEFORE clicking "Continue" ...
4. Click "Options"
5. Select radio button for "Direct Connect" (if grayed, DC unsupported or some other problem)
6. Confirm that your account in question is linked to the right account in Quicken
Let me know if this helps anyone.
It appears to me that they broke the connection setup for everything, because there's no longer options and none of the connections appear to work or can be reset. That's a major screw up...0 -
I updated my QM2017 to 4.6.2 as it requested when I logged on. Now, after closing Quicken, I can't find either of the data files I had before which were in Application Support/Quicken2017/ Documents. I searched my hard drive for the files but can't find them. Where are they?0
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In a few of the accounts, I found transactions that weren't matched to previous cleared transactions. There were about 8-10 of them. Some were not matched because of the way that I'd entered them, but I'm not sure why the others didn't match. In any event, it was minor compared to others struggles on this switch.Snoopy FC said:Just updated to 4.6.2. While I had to clean up a few transactions in a few accounts, this was otherwise a simple update. From the comments and stories here, however, I was pretty nervous in making the transition.
QMac Subscription - iMac - Quicken Mac user since 19950 -
Rs6er: You appear to have the wrong path to the Quicken data files. Use the following path. The tilde refers to your current home directory.Rs6er said:I updated my QM2017 to 4.6.2 as it requested when I logged on. Now, after closing Quicken, I can't find either of the data files I had before which were in Application Support/Quicken2017/ Documents. I searched my hard drive for the files but can't find them. Where are they?
~/Library/Application Support/Quicken 2017/Documents
There should be little or no change to the files in the *.quicken2017 package. None of mine changed when I upgraded this morning.0 -
There are no files in that documents folder.Rs6er said:I updated my QM2017 to 4.6.2 as it requested when I logged on. Now, after closing Quicken, I can't find either of the data files I had before which were in Application Support/Quicken2017/ Documents. I searched my hard drive for the files but can't find them. Where are they?
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Technical support by phone isn't knowledgable. Spent over 4 hours on the phone & received bad advice. Fortunately, I was able to fix some of it. Now it's no longer syncing with my mobile. How can I correct this? I followed the instructions in help & it did not resolve the issue. Help, I'm wasting so much time on this.0
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Release 4.6.2 for Mac... Total disaster. Installed updates. Login screen shows my Quicken Mac Beta 2018 id... Tried to change the Beta ID to my current Intuit ID and I get an oops not a valid id. My Intuit ID was created eons ago and was not my email address. Eventually after three attempts I got a new screen asking me to create a new Quicken ID. Hopefully this works but I do not know why I keep getting my Beta ID associated with my non Beta login. This has gone on since I created the new Beta ID for testing Quicken 2018. I mentioned this in the Beta forum as a bug but it was never corrected.R Strax said:Just updated to 4.6.2 - with much fear after reading this thread. I want to say (fingers crossed!) that the update went smoothly, banking updates are flawless. Program is great! I just want to tell others that come by, jump in! The water's fine!
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I just re-read my post and I found an assumption that I should amend. I assumed the last update was 9-15 pre 4.6.2, but I've been thinking that if Quicken changed the way it reports updates, as in only when there is an ACTUAL change on the account will it only then show a new last update date, then my accounts may be working. I've HAD to buy something on one of the non used accounts to generate some activity. I shall see if this theory is correct when the charge hits the account whether or not it updates. Stay tuned!David A said:Not to be another "me too" post, but, my Quicken for Mac 2017 updated to 4.6.2 on Friday 9-15 and ever since then, 2 accounts (AppleVisa & Vantage West CU) no longer update through Quicken connect. My 1 other account (BECU) is direct connect and is updating without issue. I was able to re-download/setup the problem accounts and link them to the originals but they still don't update when using the update button, and last update shown was 9-15, pre 4.6.2. I don't use, and it's not activated, Mobile Quicken. I now know I'm not alone as I see a lot of folks are having this same issue after this last quicken update. I'm posting this because I don't want you guys to get tunnel vision and simply think this is only a "big bank" problem. It seems to be tied to any account that updated via Quicken Connect. My question is when will there be a fix for this? Support and communication is abysmal and if one doesn't know to check this forum, they're in the dark and on their own. How about putting out an email blast letting everyone know there is a problem and they're not crazy. Would save countless hours of users fiddling with the files and potentially causing more issues. That would be more useful instead of the endless sales blasts from you guys asking me to upgrade to other Quicken products.
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