Persistent problem with downloading Data (OL-362, Vanguard)

Howard1

Hello,

We are now unable to download data from our Vanguard accounts, after having done this for years. There is the message "Your financial institution has downloaded data for an account that does not exist in your Quicken data File. [OL-362-A]

[OL-362-B]"

We have followed the procedure of deactivating, closing and restarting Quicken, and reactivating the accounts for Transaction Download three (3) times, without any success. Once we restarted the computer. When we reactivate the accounts, the accounts are recognized for download by Quicken, and we can identify the proper accounts for download. But the data will not download, we obtain the error message as above.

Are there any other steps we might take?

Thank you.

Quicken Jared

Howard1 said:

Hello,

We are now unable to download data from our Vanguard accounts, after having done this for years. There is the message "Your financial institution has downloaded data for an account that does not exist in your Quicken data File. [OL-362-A]

[OL-362-B]"

We have followed the procedure of deactivating, closing and restarting Quicken, and reactivating the accounts for Transaction Download three (3) times, without any success. Once we restarted the computer. When we reactivate the accounts, the accounts are recognized for download by Quicken, and we can identify the proper accounts for download. But the data will not download, we obtain the error message as above.

Are there any other steps we might take?

Thank you.

Hello @Howard1,   

I do apologize about this issue with online banking services and the OL-362-A/B error messages. Thank you for seeking assistance here on the Quicken Community. 

First, save a backup by going to File > Save a Backup... in the upper menu at the top of the screen while Quicken is open. Next, follow the steps listed below, in order: 

To deactivate the account

1. Open the Account List (Ctrl + A).
2. Make sure to Show Hidden Accounts, if that option is available.
3. Click Edit next to the affected account(s).
4. Go to the Online Services tab and click Deactivate.

What if Quicken tells me to accept downloaded transactions before deactivating online services?

Quicken will not deactivate online services if you have not accepted all downloaded transactions. Verify that you have accepted all transactions.

1. Repeat steps 3 and 4 for all accounts linked to the financial institution reporting the error.
2. Close/Reopen Quicken.

To reactivate the account

1. Open the Account List (Ctrl + A).
2. Click Edit next to the affected account.
3. Go to the Online Services tab and click Set up now...
4. Enter your bank credentials.
5. Carefully review the Discovered accounts and Link them properly to avoid duplicate accounts and ensure transactions download to the correct accounts.

You can view the Support Article linked here for any additional information. 

I hope this is helpful, and I look forward to hearing back from you after this has been attempted. 

Thank you,

Quicken Jared