Can't Sync with Travis Credit Union... Again.

Robert Wilkie

I have used Quicken for many years to track my accounts at Travis Credit Union. Every so often, I will have trouble syncing the accounts. Sometimes it resolves itself, sometimes it doesn't. Sometimes resetting the accounts works, sometimes I have to deactivate the accounts in Quicken and start adding them again. This time, none of the above is working. All TCU accounts are now deactivated in Quicken and I cannot add them. Quicken makes it look as though it is a TCU server problem, however I have no problems opening the accounts and reviewing transactions directly on the TCU website. I have tried adding the accounts through Quicken and directly from the bank website, but neither are working. Is anyone else having this problem? Is it a known issue? Is there an ETA for a fix. Will both Quicken and TCU blame each other and leave us hanging for weeks or months as has happened in the past?

Quicken Jasmine

Hello @Robert Wilkie, 

Thank you for contacting the Quicken Community, though I do apologize that you are also experiencing this issue. 

First, I suggest creating a test file and attempting to add the Travis Credit Union account(s) to see if it produces the same issues. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don'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.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

JanJensen

I am having the exact same problems with my Travis accounts. Please, the problem is NOT on the user's end. Something was changed at the credit union, and they and Quicken need to resolve this. I have done all the same steps as Robert...reset the account, deactivated etc. No solution. Won't connect. IN fact this error message is displayed in Quicken: "Sorry. We encountered an error. (It's not your fault).

Quicken Jasmine

Hello @JanJensen,

We recommend that you contact Quicken Support directly for further assistance. 

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. 

Krakat

I’m having the same issues. Today it comes up to send a text message with confirmation code. I select my mobile phone # and no text coming through. When I log on via app or website I get confirmation code via same mobile number I select in Quicken. So something still has a disconnect.  Hopefully it will be fixed in near future. 

Krakat

I was finally able to sync with Travis Credit Union just moments ago. Had to get text confirmation code and enter into Quicken. I’m hoping I don’t have to do this on each one step update. 

Quicken Jasmine

Hello @Krakat, 

Thank you for coming back to share with us that you were able to reach a resolution. 

Would you mind going into further detail on how you resolved your issue so other users that are experiencing this may find this thread? 

Please don't hesitate to reach out with any further questions or concerns!

Krakat

Quicken Jasmine said:

Hello @Krakat, 

Thank you for coming back to share with us that you were able to reach a resolution. 

Would you mind going into further detail on how you resolved your issue so other users that are experiencing this may find this thread? 

Please don't hesitate to reach out with any further questions or concerns!

I had ensure my mobile phone was correct at Travis Credit Union. Once this was updated, within Quicken I selected to receive text message to my Mobile phone and then I received confirmation code and input this into Quicken. It looks like I will have to do this each time I want to update my Travis CU accounts. Quicken and Travis Updating is still fickle. For a while it was telling my accounts where closed, but I was patient and it finally worked. I hope this helps.

Quicken Jasmine

Hello @Krakat, 

That absolutely does help! 

Thank you for the information!