Trying to set up Vision Credit Union bank - sync error

MonicaCM

I'm trying to add this bank to my profile, but keep receiving a sync error (communication with server).

Quicken Anja

Hello @MonicaCM,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Do you use the Mobile and/or Web apps at all?

If you do, the first thing I suggest you try is to reset your Quicken Cloud by following the steps below.

1. Go to Quicken
2. Preferences...
3. Connected Services
4. Click Reset (this is not a button, it is written and underlined in blue)

Once that is done, see if the issue still persists.

If you don't use the Mobile and Web apps, then you can simply turn sync OFF instead of resetting. To do so follow the steps below.

1. Go to Quicken
2. Preferences
3. Mobile, Web & Alerts
4. Turn sync OFF

Let us know how it goes and/or if you have any additional questions!

MonicaCM

Thank you for your response Anja. I am not using the mobile or web apps. I've since tried to login to Vision credit union but now am receiving a password error, so I will check it out and try again.

Quicken Anja

Thank you for the update.

If you need help getting it resolved or you're receiving any error codes with the password error, feel free to provide that as well. 

I'll be happy to look into it for you!