Transactions at Merrill Lynch download no longer showing up in Quicken Premier.

Noticed that transactions were no longer showing up when I downloaded account data from ML website last week. Last transaction recorded in Quicken was on 7/9/2021. (Updated Quicken to Premier Ver R34.20 Build 27.1.34.20 on 7/12/2021). Error Code OL-362-A "Your financial institution has downloaded data for an account that does not exist in your Quicken data file". The suggested the remedy for this error code I found online. Basically requiring me to de-activate and then reactivate each account in Quicken. Quicken shows all ML accounts are not activated for downloads. When I try to activate One Step Update, for ML accounts, the pop-up window shows the ML accounts but the "Action" column shows "Do not add to Quicken" for each account. I can't edit or change anything in this window. If I push "Next", the window closes

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @rotermant,

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

    If you haven't already, could you please try reactivating the accounts through Add Account (not through Set Up Now)?

    To reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. If successful, please be sure to link them to the existing account(s) you have already set up in Quicken.

    Let us know how it goes!
    -Quicken Anja
  • rotermant
    rotermant Member
    Perhaps I was unclear in my initial description. When I try to add account, Quicken connects to ML and lists my accounts. The pop-up window shows the ML accounts but the "Action" column shows "Do not add to Quicken" for each account. I can't edit or change anything in this window. If I push "Next", the window closes with no other effect.
  • Quicken Paloma
    Quicken Paloma Moderator mod
    Hello @rotermant

    Thank you for your response and clarifying details. Would you be able to let us know what instance you are using for Merrill Lynch? Also, what connection method are you attempting to use? 

    Once more details are provided we can move forward with diagnosing the issue at hand. 

    -Quicken Paloma
  • rotermant
    rotermant Member
    I download a file (QuickenWin_xxxx.qfx) of recent transactions from my accounts on the Merrill Lynch site. When I open the file I get the following >> Error Code OL-362-A "Your financial institution has downloaded data for an account that does not exist in your Quicken data file". This first occurred immediately after I updated to Quicken Premier Ver R34.20 Build 27.1.34.20. Let me know if further detail is required. Thanks
  • Quicken Francisco
    Quicken Francisco Moderator mod
    Hello @rotermant

    Thanks for the update and letting us know additional details. I'm wondering if we might need to deactivate the account inside of Quicken then try importing the file again. This should give us a better idea of where the issue is. I'll leave steps on how to do so down below.

    First we'll try deactivating all of the accounts for the affected FI. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once you've done this try importing the QFX file again it should give you the option to add as new or to link to an existing account inside of your file. 

    Once you've had the chance to try this let us know if we're able to make progress on getting reconnected. From there we'll see what our next steps are.

    Thanks,
    Quicken Francisco

     

  • rotermant
    rotermant Member
    Thank you for trying to help. When I try the steps to Deactivate the accounts, The Pop-up window shows them all as "NO" in the "Transaction Download" column. When I click on "activate download", A window opens (Activate One Step Update) that asks that I log into Merrill Lynch. After that, the the "Activate One Step Update" window displays all my ML accounts, but the "action' column shows "Don't add to Quicken" for each account. The names/numbers of the accounts all coincide with info in Quicken and Merrill. When I click on the "Next" button, the window closes with no change. Importing the QFX file results in the Error Code OL-362-A "Your financial institution has downloaded data for an account that does not exist in your Quicken data file"
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