Quicken Premier direct connect to Capital One not working

jston

Worked for years and trying to reconnect download, after manual disconnect of same account.

Attempting to setup Quicken/Capital One direct connect and each time, screen "greys" (as if popup should occur, but nothing happens. Same experience when attempting setup from account list, from individual account download setup and even when downloading via Capital One website (after website download "do you want to add direct connect").

What's the issue here?

Quicken Jasmine

Hello @jston, 

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

First, I suggest creating a test file and attempting to add the Capital One 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. 

jston

That worked (in the test file). How does that help me connect my actual file/longtime account to continuing Capital One downloads?

Quicken Jasmine

Hello @jston, 

Thanks for attempting the test file. 

Next, I suggest navigating back to your main file and then deactivating all accounts for this financial institution, then forcing Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

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!

splasher

In the 10 ten years that I have had a Capital One credit card, I have never known them to support Direct Connect downloads.

In that test file, go to the Account List on the Tools menu and see which download method has been established.

Please report back.

jston

Clarification - it was express web connect.

Still could not get what I assume was browser popup (to Capital One web authorization) to launch from either account list or account details online services routes. However, at Quicken suggestion, was able to reestablish connection via add account (link to existing) path.

Thx.

DrRyan

I have this same issue. Capital One stopped working when the new authorization method came about where quicken prompts for authorization through the web browser.

When I go to "Add Account" or just try and setup the connection on the existing account, I get the same problem. Quicken brings up the window that says you must sign in and authenticate. I click "Sign In" and the Capital One page comes up in my browser. I sign in and authorize my accounts. I then get the screen that says I have authorized the accounts and can return to Quicken.

However, Quicken never recognizes that the step was complete. It is stuck on the popup that says, "Use the bank-hosted sign-in form in your browser window to authorize downloads" until it finally times out. This seems to be a Quicken issue.