Bank of America connection method update problem

Greg Lampe
Greg Lampe Quicken Windows Subscription Member ✭✭✭
edited October 2022 in Errors and Troubleshooting (Windows)
Warning - This morning I updated the BofA connection method.  It made a mess in my checking account.  Transaction were duplicated, changed, transfers were broken ...  I'm a 30 year user so I had made a backup before starting because I have learned.  I have spent over six hours today methodically restoring my backup and doing one thing at a time.  I have lost my budget, had transactions changed and nothing was repeatable.  I started at 6:30 AM, took a three hour break, and at 4:43 PM I now have a good file with the new connection method.  Be carefull!!

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @Greg Lampe,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing these issues when migrating your Bank of America connection method and I understand how frustrating this is. 

    We recommend contacting Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation if needed. 

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

    Thank you. 

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • mikeh101
    mikeh101 Quicken Windows Subscription Member ✭✭
    Have a similar issue, and am also a 30 year customer. When I changed to the new connection Quicken created new checking, credit card, mortgage, and HELOC accounts. When I contacted support, they found some errors from 2003. I was further informed that today's issues with the duplicated accounts would not be looked at until I paid to have the nearly 20 year old errors repaired.

    Software that has been working all these years, converted to subscription fee based software and I must pay to have a 20 year old transaction repaired to fix a current connection issue.

    Be very careful with this change, I expect I will be a former 30 year user.
  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Are you sure you contacted Quicken Support and not some scam support site? Quicken doesn't charge for support if you have a current subscription.

    http://www.quicken.com/contact-support
    Quicken Subscription HBRP - Windows 10
  • mikeh101
    mikeh101 Quicken Windows Subscription Member ✭✭
    Update: They were not trying to charge for support, they were charging to upgrade my subscription before they would fix the issue.
    I was easily able to repair the issues found in the validate log. I re-engaged with customer service and was informed again that I would need to upgrade to a new 'data protection' plan for a mere $649 for 3 years.
    I will attempt to contact the US support this week, but as of this moment I do not see a positive outcome.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    mikeh101 said:
    Update: They were not trying to charge for support, they were charging to upgrade my subscription before they would fix the issue.
    I was easily able to repair the issues found in the validate log. I re-engaged with customer service and was informed again that I would need to upgrade to a new 'data protection' plan for a mere $649 for 3 years.
    I will attempt to contact the US support this week, but as of this moment I do not see a positive outcome.
    You were not talking to Quicken support.  Quicken Inc only has the one year subscription, and it is no where near $649 / 3 no matter what edition (Deluxe, Premier, Home and Business) you are on.

    Support is included in the cost of the yearly subscription.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • mikeh101
    mikeh101 Quicken Windows Subscription Member ✭✭
    Chris, Thanks for the heads up. I am looking to find how I got the number I called.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited September 2022
    mikeh101 said:
    Chris, Thanks for the heads up. I am looking to find how I got the number I called.
    Here is the link to the support page.
    Official Quicken® Support - Phone, Chat, or Community

    Also if you have Premier or above there should be a toll free number in your Quicken account:
    You can log into that here (your Quicken Id): https://signin.quicken.com/signin

    Note that Quicken Support is only available between 5am and 5pm PST, Weekdays.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    edited September 2022
    Opps.  Chat is available everyday 5am to 5 pm PST time.  It is phone calls that is only on the weekdays.

    Note you need to turn off popup blockers for the buttons to work.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • mikeh101
    mikeh101 Quicken Windows Subscription Member ✭✭
    Update 2:
    Chris, Thanks again. If you google quicken support as I did, the first thing that comes up is an ad, not Quicken. The company is 'bizprobooks' and if you are not paying attention, they got you.

    I will try work with the real Quicken during the week if I can find the time.
This discussion has been closed.

Categories