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.
After adding accounts, see if you are experiencing the same problems in this test file.
M2AZ said: I get the same result after doing the test data file. In Quicken, the AMX account shows the fix it icon. When I tap to fix it, Quicken goes out and tries to sync, eventually I get a 2FA email from AMX with the code. Once Quicken finally comes back it says the AMX account is locked (it is not locked out). I never get the prompt to enter the 2FA code that I received from AMX email. However, any transactions against the AMX card do sync up, but I still get the fix it error in Quicken and I am unable to pay the AMX bill via Quicken because the transaction fails in Quicken. In other words, charge transactions are syncing via Quicken but I still get the fix it error in Quicken and an not able to use online bill pay for this account within Quicken.
What connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box.
We look forward to your answer, and hope to provide additional recommendations going forward.
M2AZ said: Apparently Quicken does not support 2FA with AMX account? Once I went back into my AMX account and turned off 2FA, and then went back into Quicken and "reset" the online account, everything has been working as expected. I hope the Quicken DEV Team can resolve this so I can use 2FA with AMX in the future.