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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
OL-362-A error
Bill19
I've been struggling to resolve multiple errors. I've called customer service multiple times and have not been able to resolve the issues. In fact the customer service technicians seem to be struggling to provide helpful advice. The last tech tried to lay off the problem on 5 mutual fund companies all having internal problems supporting Quicken's Direct Connection function. When I challenged them on the probability of 5 independent companies all experiencing the same problem with Quicken at the same moment they simply said, you call them and you'll be able to resolve the problem. Well I did call and was promptly referred back to Quicken.
What's up Quicken? I've been using Quicken for over 30 years. The support used to be superlative? Has anyone else experience similar issues.
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Quicken Anja
Hello
@Bill19
,
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, please take a moment to review and follow the error-specific troubleshooting instructions found in this
support article
regarding error
OL-362
.
I hope this helps!
Bill19
I've deactivated and reactivated several times on two computers. Doesn't fix the issue. The direct connection function does not seem stable. The list of "broken" institutional connections that show 0l-362-A download errors seems to be different each time or certainly not consistently the same. Is the last Quicken update the source of the problems?
Quicken Anja
Thank you for the additional information.
If you haven't already, I suggest you try to deactivate all accounts for this financial institution again (
unless they are already deactivated
), then force Quicken to "rediscover" all available accounts and see if this will help resolve it
.
Please, follow the instructions below in order to do so.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
If present, select the
Show Hidden Accounts
checkbox at the bottom of the Account List
Edit
each account with this financial institution to
Deactivate
(or
Remove From One Step Update
) on the
Online Services
tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields.
Note:
The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools > Add Account
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
Once that is done, see if the issue still continues to persist.
Let us know how it goes!
Bill19
Found the problem. Some very interesting lad hidden accounts were activated for Direct Connection. Turned them off and seems to be functioning. Time will tell if I have truly resolved the problem.
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