No transactions downloading with Truist

System
System Member admin
edited November 13 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from: Quicken direct connect issue with Truist Bank.

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  • sgj
    sgj Quicken Windows Subscription Member

    I am having the same problem with two Truist checking accounts. Unable to download transactions using direct connect. This problem started about a week ago. When I run direct connect it says "complete" with no error messages, and it updates the online balance, but does not download any transactions.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @sgj,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force 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 persists. Let us know how it goes!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @sgj,

    Are you still requiring assistance?

    Let me know!

    -Quicken Jasmine

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

  • sgj
    sgj Quicken Windows Subscription Member

    Jasmine, your recommended solution worked. thank you

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @sgj,

    Thank you for coming back to update us. I am happy to hear that we were able to reach a resolution!

    -Quicken Jasmine

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

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