Scheduled updates fail

I have 6 accounts scheduled for update. 5 are direct connect; 1 is express web connect. 2 are brokerage accounts; they update flawlessly. Of the remaining 4, 1 to 3 updates fail almost every day. I can update manually, but it often takes 1-4 tries for each account before the update succeeds. I can also go to tools, account list, online services, reset account to get the update to work, but only for the currect session. This situation has persisted for the last couple of months. Using version R36.38, build 27.1.36.38.

Any ideas?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    In case of transaction download problems

    Please provide more details.

    What edition level (Starter Edition, Deluxe, etc.), version and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.  You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
    What version of Windows or Mac OS are you using?
    What error codes, error messages, symptoms do you get?
    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    Does this problem occur when you run One Step Update from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    What have you tried so far to resolve the issue?


  • tjlee089
    tjlee089 Member ✭✭
    What edition level (Starter Edition, Deluxe, etc.), version and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release. You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
    >>Deluxe, patches up to date - see original post for version, build, etc.

    What version of Windows or Mac OS are you using?
    >>Windows 10 - updates current

    What error codes, error messages, symptoms do you get?
    >>CC-899 (web express), OL-297A (direct connect)

    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    >>PNC (checking), Capital One (savings), TIAA (investment)

    Does this problem occur when you run One Step Update from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    >>desktop only

    What have you tried so far to resolve the issue?
    >>see original post
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @tjlee089,

    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 for error CC-899 and this support article for error OL-297.

    I hope this helps!
    -Quicken Anja