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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Anyone know how to fix the OL-301-A Error?
MSaltrick
I keep getting this error when I try to update my accounts.
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Quicken Anja
Hello
@MSaltrick
,
Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.
First, could you please provide the name of the financial institution you are experiencing this error with?
To start with, if you haven't already, I suggest you try to refresh financial institution branding and profile by following the instructions provided below.
In Quicken, select the
Tools
menu, then choose
Online Center
.
Click the
Financial Institution
dropdown arrow and select the financial institution.
Press
CTRL+Shift
while selecting
Contact Info
.
Select one of the accounts associated with the bank from the dropdown list
Select
Financial Institution Branding and Profile
from the list and click
Refresh
.
Click
OK
and go online by clicking the
Update/Send
button.
Attempt your online session again.
I hope this helps!
MSaltrick
Thanks for your reply!
It's SouthState Bank.
I saw the suggestion above in an older thread and tried it with no success.
Quicken Anja
Thank you for following up, though I apologize the previous steps have failed to resolve the issue.
Next, I suggest you try to deactivate all accounts for this financial institution, 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. However, I do recommend that you first
save a backup
file prior to performing these steps.
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
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.
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