CC-502 for Susquehanna Community Bank/old name West Milton State Bank

Issue started Dec. 10, 2019. Ticket opened with Quicken support and bank contacted about 10 days ago. (The bank changed its name about 3 years ago so I included the names) The bank teller said they performed server maintenance around the time the issue started.
For all I know, the name change may have something to do with it. (Two of the three accounts I regularly update retain the old West Milton Bank name)

Does anyone have insight into this issue?

Comments

  • UKRUKR SuperUser ✭✭✭✭✭

    In case of CC-501, 502, 503, 506 errors from a single bank deactivate all accounts with this bank using the same bank logon ID, including any old, long closed, hidden and forgotten accounts that might still be activated. If you miss one, the aggregation server involved in handling Express Web Connect - connected accounts will not start with a clean slate and you will continue to have problems. When done deactivating, restart Quicken and reactivate accounts.

    To deactivate an Account

    Go to Tools > Account List.
    Click Edit for the account you need to change.
    Click Online Services tab.
    If the account has been activated for Online Bill Payment, deactivate this service first.
    Click Deactivate button in Online Setup box.
    Repeat for any other accounts that need to be deactivated.
    Restart Quicken to make sure that the changes are fully applied.

    To (re-)activate accounts for downloading

    Create a backup of your Quicken data file. This is will give you a restore point, should something go horribly wrong during the next steps.
    If you normally automatically accept downloaded transactions into your registers I recommend you turn this feature off now. The first transaction download after every activation will download 60 - 90 days worth of transactions into your account(s). Auto-accepting them will most likely create a horrible mess that's difficult to undo. You're better off manually reviewing and accepting or deleting this first batch of downloaded transactions, one by one.  Go into Edit / Preferences / Downloaded Transactions. Remove the checkmarks from both "After downloading transactions" settings.
    Go to Tools / Add Account to reactivate the accounts. As you go thru the setup process, Quicken will identify all accounts it can download.
    Select an account type, e.g. Checking
    Enter the name of your bank and click Next.  Some banks have multiple choices, Consumer vs. Business accounts, Express Web Connect vs. Direct Connect. Be sure to pick the correct one.
    Enter your credentials, select Save this password (if using password vault) and click Connect.

    You should now see a list of all accounts found at your bank that you can activate.
    If you are activating an existing account, make sure the dropdown button for that account says LINK. If it says ADD, change it to LINK and select the correct Quicken account.  If it already says LINK, click the button and select the correct existing account register. If you do not do this, then the account will be added as a new account instead of being linked to the existing account register.

    Repeat this step for each account listed.
    Change ADD to IGNORE for any account on the list that you do not want to activate at this time. You can always come back and activate more accounts later.
    Click Next to continue.


  • sippolsippol Member
    First, thank you for offering your time and support helping me.

    However, Quicken support under CC-502 stated the following:

    "Before you begin
    When receiving a CC-502 error, we recommend to first check the Quicken Community for alerts on widespread issues. We also recommend that you do not deactivate and reactivate your account(s) to troubleshoot this specific issue, as it could lead to other issues. "

    I'd love to fix this issue the way you described, but you can understand how I hesitate deactivating and reactivating this account.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    When you provided the name,  UKR was able to do that check of the community.  There ARE NO widespread alerts for that bank.
    AND, since you already can't download from the bank ... what's your hesitation in deactivating it from download? 
    EVEN IF you can't reactivate (for some yet to be determined reason), you'd be in no worse shape than you are now ... and you'd have tried the customary step to recover from a CC-502. 
    Search this forum for that error code to see for yourself.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • sippolsippol Member
    NotACPA,

    That makes sense to me, too.
    I'd be interested to hear Quicken's reason for putting that warning in the support notes, though. I've had other update problems in the past that seemed to respond to deactivation/reactivation, but I never received this warning against it either.
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