Capital One not working

RobMarckel
RobMarckel Quicken Windows Subscription Member ✭✭

It's asking me to authorize via the web, which I do and Capital One says it's authorized, but when I go back to quicken it says.. See image.. and there was no time issue.. I did it all right away multiple times. Please help!

Best Answer

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @RobMarckel and @southernbadger,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. If you haven't already done so, I suggest you try to deactivate all accounts for this financial institution(s), then force Quicken to "discover" all available accounts and see if this will help resolve itFirst, backup your quicken file, then, follow the instructions below:

    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.

    Thank you.

    Quicken Kristina

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Answers

  • RobMarckel
    RobMarckel Quicken Windows Subscription Member ✭✭

    here is the image from capital one

  • southernbadger
    southernbadger Quicken Windows 2017 Member

    I'm having the same problem with Capital One and also with Bank of America

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    Answer ✓

    Hello @RobMarckel and @southernbadger,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. If you haven't already done so, I suggest you try to deactivate all accounts for this financial institution(s), then force Quicken to "discover" all available accounts and see if this will help resolve itFirst, backup your quicken file, then, follow the instructions below:

    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.

    Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

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