Downloaded Transactions won't Accept into register

JimS111

I had a problem with Investment transactions that Quicken would download but wouldn't allow me to accept them into my register. I started a chat with Quicken C.S. Agent quickly decided my data file was corrupted and instructed me to lose 26 years of transaction history and just create a new Quicken file. I explained that I had the same problem on three separate Quicken files (not backups, completely different separate files). He refused to give me any other option than start over and lose everything. He did tell me my Quicken version was outdated. I suggested updating Quicken but he said no, that wouldn't work (even though the Quicken website clearly says transactions won't download into an old version of Quicken I found out later)
This solution made absolutely no sense to me and his solution was completely unacceptable. I finally gave up with him, wished him a nice weekend and ended the chat.
I then downloaded and updated Quicken and, lo and behold problem solved!!!
I've long known Intuit has very little regard for their customers and clearly the new venture capital company that now owns Quicken is no better.
This C.S. person is extremely poorly trained and clearly wanted to do the absolute minimum to help me.
The thought has occurred to me that "He" is probably a bot.

So if you have this problem, make sure your Quicken version is up to date. It is supposed to Auto Update but didn't in my case.

Quicken Sarah

Hello @JimS111

My name is Sarah and I am a Moderator for the Quicken Community and an Official Representative of the Quicken Support Teams.

I would like to thank you for taking the time to share the details of this issue and your recent contact with Support, however I sincerely apologize for the negative experience both with Support and Quicken.

I took the liberty of reviewing the chat transcript from that recent contact with Support and have forwarded the chat transcript and case details to our Senior Leadership Staff so they may be aware of this experience and can follow-up with the Agent as appropriate.

I also wanted to confirm if you are still on release version 10.11 or if you were able to successfully update to the latest R21.12 version?

If you have not updated to the latest version, please visit https://www.quicken.com/support/update-and-mondo-patch-20182019-release-quicken-windows-subscription-product to download and run the "Mondo Patch" which should install the latest release, but please let me know if you receive any errors or issues during the process.

Once Quicken has been updated, please try once more to accept the investment transactions and let us know if they are now able to be accepted or if they are still "stuck" in the Online Center and unable to be accepted.

Thank you,

Sarah

Greg_the_Geek

What version of Quicken were you using? Quicken only "Auto Updates" releases and not versions. For Quicken 2017 and earlier, Online Services are discontinued 3 years after the release on 4/30.

Jim_Harman

What edition (Starter, Deluxe, etc,) year and version were you running when you encountered this problem?

What is the corresponding info for the version that fixed it?

Jim_Harman

I suspect you are now running the Starter Edition, which does not allow any changes to investing accounts

[Edit] I see from @Quicken Sarah below that this was actually a different problem...

Quicken Sarah

Hello @JimS111

My name is Sarah and I am a Moderator for the Quicken Community and an Official Representative of the Quicken Support Teams.

I would like to thank you for taking the time to share the details of this issue and your recent contact with Support, however I sincerely apologize for the negative experience both with Support and Quicken.

I took the liberty of reviewing the chat transcript from that recent contact with Support and have forwarded the chat transcript and case details to our Senior Leadership Staff so they may be aware of this experience and can follow-up with the Agent as appropriate.

I also wanted to confirm if you are still on release version 10.11 or if you were able to successfully update to the latest R21.12 version?

If you have not updated to the latest version, please visit https://www.quicken.com/support/update-and-mondo-patch-20182019-release-quicken-windows-subscription-product to download and run the "Mondo Patch" which should install the latest release, but please let me know if you receive any errors or issues during the process.

Once Quicken has been updated, please try once more to accept the investment transactions and let us know if they are now able to be accepted or if they are still "stuck" in the Online Center and unable to be accepted.

Thank you,

Sarah