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Bank of america checking account became invalid following a recent quicken update, following instrus

How do I recover my transactions. Attempts to download from the bank do not download the information. In addition, during the account recreation, my other BoA accounts were identified as not being valid.

Windows Subscription, Issue began Nov/Dec time frame

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @rll1956

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken

    Aside from the account invalid message you received, were there any error codes associated with the message you received that you could provide us with? Also, which connection method are you using to connect to Bank of America (Express Web Connect or Direct Connect)?

    Please, check back and let us know.
    -Quicken Anja
  • rll1956
    rll1956 Member
    Quicken Version
    2020
    R30.21
    27.1.30.21

    I do not remember any error codes. Is there a historical log I can check?
    I do not know how to determine connection method to BoA.
    Also attempts to download account information from BoA are now failing to return any transactions even for the new account .
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for providing the requested information and further details.

    You can check the connection method by opening the account register. Underneath the account name, you will find a "Last download" timestamp along with which connection method you are using in parenthesis (see below).



    Alternatively, you can also right-click the account name in your Account List then select Edit/Delete Account which will open the Account Details window. Then, navigate to the Online Services tab. There you will also be able to find which connection method is set up.

    Please, check back and let us know what you find.
    -Quicken Anja
  • rll1956
    rll1956 Member
    Express Web Connect
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you.

    If you don't mind, I'd like to start off by having you create a new (test) file to see if you experience the same issue in a new file as well. In doing so, we will be able to determine whether or not this is caused by an issue within your current data file.

    Follow the steps below to create a test file:
    1. Choose File menu > New Quicken File.Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    2. Select New Quicken File.Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    3. Click OK.
    4. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to easily be able to tell it apart from your main file. Advanced Data File Troubleshooting to Correct Problems With Quicken for WindowsDon't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
    5. Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt. 
    6. Select to not use Mobile (if prompted).
    7. Click Add Account and try adding the account(s) you are experiencing these issues with in your original file.

    After adding accounts, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file. 

    Follow the steps below to switch files:

    1. Click the File menu.
    2. Look near the bottom of the options list.
    3. Select the data file you want to open. 


    Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

    Let us know how it goes!

    -Quicken Anja
  • dmetze
    dmetze Member
    I just went into 'Edit Account/Online services/Reset account.'
    It was a quick fix for My Merrill Edge accounts.
    Try this for BoA checking, savings and CC's.
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