Bring my payment information up to date

David Simmons
David Simmons Quicken Windows Subscription Member ✭✭
edited November 2022 in Download, Add/Update Accounts (Windows)
Why would the one step update fail for a credit union account that I have in Quicken when I check option to "Bring my payment information up to date", but succeed when this option is unchecked? I am running the current version of Quicken Deluxe for windows, connecting to this financial institution for decades, and connect via direct connect.

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    "Bring my payment information up to data" is for the bill payment information.  So, it sounds like for some reason that is where it is having a problem but is fine in downloading the transactions.

    The error message/code might give a hint at what the problem is, but most likely it is something that the financial institution is doing since Quicken is talking directly to the financial institution.
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  • David Simmons
    David Simmons Quicken Windows Subscription Member ✭✭
    Chris, when I ran the update with "Bring my payment information up to date" selected, I received an OL-393-A error code.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Well, here is the support article for it, but it doesn't really seem to apply to this situation.
    https://www.quicken.com/support/message-when-using-quicken-online-services-ol-393

    I remember when Chase was having a similar problem it gave the same kind of error.  Chase resolved the error a couple of weeks later.  If you don't use bill pay you can just turn it off on the Account Details -> Online Services tab.  Otherwise, you should report it to your financial institution.

    BTW what is the financial institution?
    Chase had this error shortly before the dropped Direct Connect that was required for bill pay through Quicken to the financial institution.
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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    P.S. Note you would be turning of the bill pay, not deactivating the account for downloading.
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  • David Simmons
    David Simmons Quicken Windows Subscription Member ✭✭
    Chris, the Financial Institution is a local federal credit union based on the Virginia Peninsula. Ironically, when I checked if the Online bill payment was enabled, it is not.

    DKS
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Hmm.  I'm not sure what is going on.
    I suggest you contact Quicken Support and see what they say about it:
    Official Quicken® Support - Phone, Chat, or Community
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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    David Simmons said: …  the Financial Institution is a local federal credit union ….
    It’s always helpful to mention the exact name of the institution in case there are other issues being reported … 
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