During One Step
Update from Quicken on your desktop / laptop, if you get error CC-501 for all of your Express Web Connect - connected
accounts from several banks while other bank accounts using Direct
Connect or Web Connect work OK ...
Please do not use
any "Reset CC Credentials" instructions found here in the Community
to correct online banking errors. Instead, please contact Support.
Support has access to a tool that can "reset" the User profile internally
on the server.
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 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, restart Quicken and reactivate accounts.
To deactivate an Account
Go to Tools >
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
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 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
Enter your credentials, select Save this password (if using password vault) and
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
Click Next to continue.