USAA OSU Hanging

This discussion was created from comments split from: USAA Direct Connect Set Up [Edited].

Comments

  • trishinhouston
    trishinhouston Member ✭✭
    > @Quicken Anja

    I have tried (for over a year) to successfully use Quicken Direct Connect with my USAA Credit Card. It has never been successful. I go through Advanced Options and follow the instructions. I have always obtained the perpetual 'spinning circle'. It never stops and to use Quicken again, I have to go through Task Manager and 'End Task'. I am beyond frustrated. It's time to renew in April and I'd like this problem resolved before I renew again. (Last year I was told it was a USAA problem.) Thank you for any help you can provide. I have Windows 10 and my Quicken is 'Home, Business & Rental Property' R39.23, Build: 27.1.39.23

    Thank you, Trish



    Hello @TexBob35,
    >
    > Thank you for reaching out to the Community with your question.
    >
    > To add and set up Direct Connect with USAA using your Access ID and PIN, please follow the instructions provided below.* Navigate to Tools > Add Account... 
    > * Type "USAA" in the search field
    > * Select USAA Federal Savings Bank, then click Advanced Options 
    >
    >
    > * In the following screen, select Direct Connect and click Next
    >
    > You should now be prompted to enter your Access ID and PIN. Follow the prompts to complete the setup.
    >
    > I hope this helps!
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @trishinhouston,

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

    Are you experiencing the spinning circle only when attempting to update your USAA accounts, or do you experience this while trying to update accounts from other financial institutions as well?

    Check back and let us know! Thank you.
    -Quicken Anja
  • trishinhouston
    trishinhouston Member ✭✭
    edited March 25
    Only USAA. USAA swears it's the Quicken software. This has been on-going since USAA changed to Direct Connect from the One-Step Update (Aug 2020 I think.) It has *never* worked.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for your response and for providing additional information.

    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 and try adding the same account you described experiencing this issue with

    After adding accounts, see if you are experiencing 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
  • trishinhouston
    trishinhouston Member ✭✭
    @QuickenAnja The exact same thing happened.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for following up.

    Next, I recommend that you perform a clean uninstall/reinstall (this is different from simply uninstalling and reinstalling the program) which will clear out and replace the existing configuration files for Quicken (this does not affect any of your data and/or backup files).

    To do so, please refer to this support article and scroll down to the section titled If the steps above do not resolve the issue. Then, open and follow the instructions found in the blue dropdown sections titled First: Download and use QCleanUI and Second: Rename Quicken Shared Folders.

    Let us know how it goes!
    -Quicken Anja
This discussion has been closed.