One BOA Account not Updating

System Member admin
This discussion was created from comments split from: Error CC-555 with Bank of America.


  • HP_Nestler
    HP_Nestler Member
    I have multiple Bank of America accounts linked to my Quicken installation. All but one download transactions. I tried resetting the account and even/deleting re-adding it. It loaded an opening balance (the actual online balance), but no transactions. I also don't see any online balance at the bottom of my register. The other accounts behave just fine. Any thoughts?
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @HP_Nestler,

    Thank you for reaching out to the Community to tell us about 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

    Also, could you please provide which account type the account in question is (i.e.: checking, savings, etc.)? And which connection method are you using to connect (Express Web Connect or Direct Connect)?

    Please, check back and let us know! Thank you.
    -Quicken Anja
  • HP_Nestler
    HP_Nestler Member
    Quicken is installed on Windows 10.

    The version is Home, Business & Rental Property R32.10 Build

    The connection is Express Web Connect and it is a checking account.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for the additional information.

    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 to try adding the account you are experiencing issues with in your original file.

    After adding the account, see if you experience 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
  • wxftiny
    wxftiny Member
    I have done these steps and the issue persists. I have contacted BoA digital services, and they have indicated that the issue is with Quicken and they are aware of the problem. There is some update the needs to be aplied.
This discussion has been closed.