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No transactions downloading with Truist

System

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

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download transactions

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sgj

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

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.

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
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.
When finished, close the Account List
Close, then re-open Quicken
Navigate to Tools > Add Account
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
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

Hello @sgj,

Are you still requiring assistance?

Let me know!

sgj

Jasmine, your recommended solution worked. thank you

Quicken Jasmine

Hello @sgj,

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