Is there a problem syncing with CapitolOne credit cards? I haven't been able to synch those accounts

StevenF

My loging and pw works on the CO apps and online accounts but not with Quicken

Quicken Jasmine

Hello @StevenF,

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

Are you receiving any error codes or messages when attempting to update your accounts? What exactly occurs when attempting to download transactions? Are you using the Quicken for Canada version?

I look forward to your response.

StevenF

Hi Jasmine,
Thanks for the response. I use Quicken for MAC Premier, version 6.10.2
I get Download Error (351)
And when I reauthorize the account I get:
Institutional Login Sync Error
Error code: BID = 7492
The UN & PW for these account work fine in there app and online just fine.

Also, I have reported these issues to Quicken through the report buttons 3 x.
Thanks

Quicken Jasmine

Hello @StevenF,

Thanks for responding and providing more information. 

If you don’t mind, could you please provide a screenshot of the error message you described receiving? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.  

I look forward to your response!

StevenF

Here you go, did this work?

Quicken Jasmine

Hello @StevenF,

Thank you for providing the screenshot. 

First, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Please let me know how this goes!

StevenF

Thank you Jasmine, before I do all this, just a couple quick clarifying questions:
1. do you mean a separate backup copy, or just make sure I do a regular backup first?
2. What happens to all my history in these accounts, will I be starting from scratch with all those categories and memos?

StevenF

Hi Jasmine, I went through the process above and it worked for two of the three accounts. The one it's not working for says it IS connected via Quicken, but it doesn't update transactions. On the bank website, it does NOT show as connected. All three of these accounts are Capital One. Two of them are linked within Capital One under the same login. When I click in Quicken to authorize bank access, it takes me to Capital One, logs me in and shows me both accounts. Both are selected. When it processes it says successful, and back in Quicken it shows both accounts and their appropriate link to the Quicken account/ledger. BUT, it still does not update one of them. I have verified that there are indeed recent transaction to be downloaded and there are, sum 27 of them. I can't figure out why this one is not connecting even though the same password and login works for the other account and I am able to lik two Capital One accounts successfully. Thoughts?
BTW, I have disconnected this troubled account and restarted Quicken twice to see if that helps. It doesn't.

Quicken Jasmine

Hello @StevenF,

Thanks for reaching back out, I would be happy to clarify. 

Yes, you will want to do a regular backup before proceeding. Your history in all these accounts will remain, you will just want to make sure to "Link to Existing" when reactivating the accounts so that you do not create duplicate, new accounts. 

I hope this clears things up!

StevenF

Thanks Jasmine, I made it past that stage and proceeded with the instructions. The details are in my previous response but it only worked for 2 of the 3 accounts. I still have one that won’t connect. Thanks again.