Unable to access Discover to update my account

mspb956

I am using desktop windows subscription of Quicken and have been unable to connect to Discover for updates. Discover told me Quicken changed updating routines. I have tried updating my Discover Account in Quicken and find myself in a loop. Quicken doesnt recognize my user ID or password. Seems to me with a subscription Quicken would notify users of deleting functions rather then surprising us. Disappointing. Does anyone have a fix for this problem? Thanks

Quicken Jasmine

Hello @mspb956,

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

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. Please be sure to save a backup before proceeding and to reconnect your accounts using the EWC connection method. 

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. 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.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. 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
9. 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.

Let me know how it goes!

Hotmail Address

I have the same problem. When I attempt to deactivate, Quicken locks up.

Hotmail Address

I was able to overcome the lock up issue on the 6th try... Still no joy. Nothing download since 9/29. I even tried creating a new account in quicken not linked to existing and all it downloaded was an opening balance.

Quicken Jasmine

Hello @Hotmail Address,

Thank you for joining this thread to share that you are also experiencing this issue with downloading transactions from your Discover account. 

First, I suggest creating a test file and adding the Discover account(s) to see if it produces the same issue. 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. 

Hotmail Address

It worked in the test file. How do I make it work in the real file?

Quicken Jasmine

Hello @Hotmail Address,

Thank you for attempting the test file. 

Have you attempted my previous instructions regarding deactivating all accounts and then reactivating through add account?

I look forward to your response!

Hotmail Address

I tried yesterday w/o doing the test file first and it did not work. Today it did. Weird. Thanks for the help.

At risk of hijacking the thread is there something I need to do on file cleanup? Restoring my backup took well over an hour. Even today, reactivating took 15+ minutes on one of the two accounts.

Quicken Jasmine

Hello @Hotmail Address,

Thank you for reaching back out to update us. 

I am happy to hear that your issue was resolved. 

As for file cleanup, I suggest performing a file validation or super validation to make sure that there is no errors or issues that could be slowing your Quicken application down. You can follow the steps below to do so. Please remember to save a backup before proceeding (just in case).

Validate: 

1. File
2. Validate and Repair File...
   
3. Validate File
   
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
   
3. Super Validate File
4. Click OK
5. Close the Data Log
   
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

I hope this helps!