BoA Connectivity Error

Sheadpast

Quicken Windows V31.20, build 27.1.31.20. Recently changed password on my BoA accounts. Updated same in Quicken password vault. All desktop functions, including One Step Update & cloud sync work properly after vault p/w change. Now getting Connectivity Error on my BoA accounts on Quicken Web and Mobile Apps. All other mobile accounts continue to connect/update properly. Have Activated/Deactivated BoA accounts and reset cloud data on desktop. Signed out/in of mobile app and deleted & reinstalled mobile app. Still getting mobile app connectivity Error on BoA accounts. Tried de enabling/reenabling accounts on desktop, but accounts did not reappear on web/mobile. Any assistance would be appreciated

Quicken Anja

Hello @Sheadpast,

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

Was there a specific error code and/or message you received that you can provide us with here, please?

Since, unfortunately, resetting the Quicken Cloud failed; next, I suggest you try manually resetting your cloud data by creating a test file and deleting your cloud account from that test file. After that, you would attempt to resync your main data file which should then create a new cloud account (this does not affect your data saved within that data file).

Before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

Then, click OK in the preferences window and proceed to save a backup (just in case). From there, you will then need to sign out of the Quicken Mobile app, and on your desktop program, create a new data file (click here to view instructions, scroll down to Instructions and open the blue dropdown section titled: "Creating a new file"). Once the new file opens, follow the steps below to remove your main data file's cloud account.

1. Go to Edit
2. Preferences
3. Quicken ID & Cloud Accounts
4. Click Cloud accounts associated with this Quicken ID (#) (this is not a button, it is written in blue underneath the "Edit dataset name" button)
5. Select the Cloud Account Name used for your main data file and click Delete
6. Type Yes and click Delete
   

After that, switch back to your main data file (click here to view instructions, scroll down to Instructions and open the blue dropdown section titled: "How to alternate between multiple files"). 

Once your main file opens, resync your data by navigating to the Mobile & Web tab and click Cloud Sync button. If successful, sign back in on your Quicken Mobile app to see if this resolved the issue. You can then also delete the new file you previously created as well as its cloud account.

Let us know how it goes!

Sheadpast

Hello Anja: Thank you for your reply. I'm happy to say I got the web/mobile app to recognize & sync the troublesome BoA accounts. I think the step that finally worked was part of disenabling & reenabling the accounts on the desktop. I received a message alerting about sync'ed online payments that I cancelled the 1st time. On my 2nd try I accepted the message. Everything seemed to properly connect & sync after that. My other observation is that it seems the order of operation is important. I think I listed them in the order executed in my initial post; but not knowing what each does, I would like to know if there is a particular order they should be executed.
Last question: In prior troubleshooting efforts, I created a new data file associated with my userID which I no longer need. I see the 2nd file on the web, but it does not appear in the desktop Quicken ID & cloud accounts panel to select for deletion. How do I delete this 2nd file?
Thanks for your help

Quicken Francisco

Hello @Sheadpast

Thank you for letting us know that you were able to get it working. As it goes for order helps if we do it in a certain order so that we're able to smoothly connect everything. 

as it goes for your second web file could you take a second look to see if it's still there? It shouldn't be anymore but let us know if you see different.

Once you get the chance let us know!

Thanks,
Quicken Francisco