Accounts deleted after OSU

Kully

Periodically (at least once every week or so), after my daily OSU, the summary says "one or more of your accounts at this financial institution have been deleted". I have 7 accounts (6 CD's and a savings) at this one institution. Clicking "Fix Now" won't fix it. When I go to "add account", login to my bank, the list of my accounts is there but the only option for each account is "do not add to Quicken". In order to get the option "link to existing account" under add accounts, I have to deactivate every one through Account List/Online Services before I go to Add Account where finally get the "link to existing option". This is a pain. Any suggestions?

QuickUserPSP

@Kully it sounds like you are getting the CC-800 error for multiple accounts. Here are some steps to permanently stop these recurring errors. The key to fixing reoccurring CC-800 errors is to deactivate and reactivate all accounts using Express Web Connect (EWC) or Express Web Connect+ (EWC+), not just the ones with the error.

First do a Validate and Super Validate on your current data file (not required, but still a good idea):

Validate:

1. Go to File in Menu Bar
2. Click Validate and Repair File...
3. ChecK Validate File
4. Click OK
5. Close the Data Log

Super Validate:

1. Go to File in Menu Bar
2. Hold CTRL + Shift and click Validate and Repair File...
3. Check Super Validate File
4. Click OK
5. Close the Data Log

Deactivate online services for all accounts using EWC or EWC+

1. Make a backup of your data file.
2. Deactivate all accounts using EWC or EWC+.
3. Do not deactivate any accounts using DC or WC.
4. Clear out the Financial Institution Name and Password in the General tab. You can leave them in. If you do, it will save you some steps in the reactivation process, but if you have had issues or errors with your sign on, then it is safest to clear these fields out.

After the online services have been deactivated, then reactivate all accounts.

1. Go the Account List, then "Activate" your accounts by clicking on "Add Account" at the bottom of the Account List window. You can also click on "Activate Downloads" in the "Transaction Download" column. The accounts will be activated by each financial institution, so you might not need go into each account.
2. Go through the activation process, entering your user ID and password. When it comes to the "Add Account" screen where it lists all accounts, carefully link each account to the existing account on Quicken. It is critical that you double check every connection, even if the accounts are already linked. If any of your accounts use EWC+, there will be some additional authentication steps before you get to this screen on Quicken.
3. After you have activated all your accounts, close and reopen Quicken, and then try an OSU again. If you get any errors, go to the account register and do an "Update Now", and then try an OSU again.

Please note that you can also reactivate your accounts by going into the "Online Services" tab in Account Details, but some users have found that that that doesn't always work for accounts using EWC+ that requires authentication from the financial institution.

Give these steps a try and see if it resolves your issues. Please let me know if you have any questions.

(I know it seems like a lot of steps to take to fix these CC-800 errors, but it is the only way I have found to permanently resolve multiple or reoccurring CC-800 errors. Again, the key is to deactivate and reactivate ALL EWC or EWC+ accounts, not just the ones with the errors.)

Frankx

Hi @Kully,

It would be helpful if you can tell us the name of the Financial Institution that you are having there issues with. Also, please let us know the download method that you are using for these accounts and when this problem first started (approximate date).

Thanks,

Frankx

Kully

Thanks QuickUserPSP ! I'll give your suggestions a shot! I've been Validating every day for the past month (no errors) but not supervalidate.

WF66

"Why do I have to re-link one or more of my bank accounts every time I do an update?" (16-05-2024)

It seems this problem has existed for a while and they are unable to fix it. I will be re-evaluating Quicken at renewal time. I'm sure there are other programs that work just as well without the constant issues.