One-Step update still doesn't work for California Coast Credit Union (CCCU)
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Since CCCU changed their website URL to https://digital.calcoastcu.org, One-Step Update hasn't worked. Today it STILL doesn't work. I have to download a QFX file from CCCU and import it into Quicken Classic. This is too much work.
I've attached images of two errors I get when using One-Step Update. When I first click the Update button, I get error CC-800.
Then I click Continue and the update proceeds, but when it finishes it shows error CC-507 for my CCCU account. All of my other non-CCCU accounts update just fine.
I've tried Deactivating this account and re-activating it (many times) to no avail. I just get a different error message telling me it's not my fault.
I've contacted CCCU - again - about this issue. I'll let you know when I hear back from them. Has anyone else contacted them about this and what did they say? I think if enough of us complain, they might solve this problem.
I'm using Windows 11 and the latest Quicken Classic version R59.35.
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According to Calcoast, the new platform doesn't support direct connections … fix is a month or more away. VERY bad transition to their "new, better" platform (spend 20 mins on hold and finally talked to one of the managers).
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Hello @PhotoCitizen and @MJ-san,
I can see that there are two instances for California Coast Credit Union.. have you attempted to connect using the other instance?
Let me know!
-Quicken Jasmine
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I see the same thing in the FIDIR list….2 listings:
70996 70996 70996 California Coast Credit Union https://www.calcoastcu.org/ NA https://www.calcoastcu.org/ ACTIVE BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
02125 02125 02125 California Coast Credit Union https://www.calcoastcu.org/ 1-877-495-1600 https://secure.calcoastcu.org/User/AccessSignin/Start ACTIVE BANKING,CREDIT&WEB-CONNECT BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT NOT_QBP NA
The 2nd one here shows that Web Connect (WC) is also supported. WC is the manual downloading and importing of transactions in a QFX (also sometimes referred to as "Quicken" or "Web Connect") formatted file. If you log into your online account and you find that you can manually download in this format, then you have an option to download transactions into your Quicken file should the EWC or EWC+ OSU download option still not be available. It's not ideal but it can be easier and more practical than manually entering all the transactions data into Quicken.
Quicken Classic Premier (US) Subscription: R61.16 on Windows 11 Home
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-Quicken Jasmine
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Boatnmaniac, thanks for the suggestion. I did try both instances — again. The first one gives me a new error that I haven't seen before: CC-511. The second instance gives me the same errors that I posted previously.
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Jasmine, I DO still need assistance. I'm afraid that it's an issue only my credit union can solve. Apparently, when they rolled out their new website, they didn't think that maintaining the Auto-Update functionality was important. But, if there's anything you can do I'd appreciate the help.
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@PhotoCitizen - Thanks for letting us know that neither of the Add Account options allows for setting up a download connection.
Have you logged into your online account to see if you can manually download transactions in QFX (sometimes also referred to as "Quicken" or "Web Connect") formatted files?
If that option is shown, backup your data file and then you might want to try manually downloading transactions in that format.
When the file is downloaded open it with Quicken. Quicken will (or at least will try to) import that file. If/when prompted be sure to LINK it to your account that is already in Quicken.
If it works, then at least you have this option to download with until the Express Web Connect connection method gets fixed.
Quicken Classic Premier (US) Subscription: R61.16 on Windows 11 Home
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I can manually download a QFX file and import it into Quicken. But it's only a temporary workaround (I hope).
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Hello @PhotoCitizen,
Thank you for coming back to update us.
When you spoke with your financial institution, they mentioned that this change was on their side? Have they provided any information regarding repairing the connection with Quicken? Unfortunately, if the financial institution made changes on their end to cause this issue, Quicken does not have access to their servers and cannot assist in resolving this issue.
I do apologize for the inconvenience caused.
-Quicken Jasmine
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They don't seem to be in a hurry to fix this issue. I think it would help if every Quicken user who has an account with California Coast Credit Union complained to the credit union.
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Hello @PhotoCitizen,
It may help to fast-track them repairing this issue if they are receiving a high volume of users experiencing it!
Please let us know if you receive any further information!
-Quicken Jasmine
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Jasmine- thanks for following up. I've spoken with one of the managers in late November and he indicated that they were aware of the issue and it was 1-2 months away from being fixed. He also indicated that they know there have been a lot of issues with their transition to the "new improved" platform. Since they are using FIS for their back-end, this should not be a big issue to fix, but they also don't seem to be in a hurry to fix. I would suggest that everyone call (yes, it may be a 20+ minute hold, argh!) and complain, maybe that will increase the sense of urgency :)
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I've been receiving similar error messages since CalCoast update too. Unfortunately, any contacts I've had with CalCoast state it's a Quicken issue and it's nothing they've done with their update. Yeah, right. Today when I tried connecting again, Quicken stated CalCoast requires further information to connect, and asks how I'd like to get a code - phone, email, or text. I've tried all three but CalCoast sends nothing.
So, still unable to connect.
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I complained to California Coast about this issue via their website. On 12/31/2024, I received a message in the "Messages" section of the site (the gist is that they expect to fix it in 2025. Nothing more specific than that. Here's the entire message:
We understand your frustration regarding the lack of Direct Connect functionality (including One Step Update) for QuickBooks and Quicken on the new digital banking platform. Previously, Direct Connect was supported on the legacy platform via a proprietary link hosted by Intuit, the company behind QuickBooks and Quicken. Unfortunately, this integration is not currently available in the new digital banking experience. Please know that we are actively working to restore Direct Connect functionality and anticipate its implementation in 2025.
In the meantime, you can manually download and import your transactions: 1. Log in to your digital banking account.2. Use the QFX or CSV export option to download transactions. 3. Choose the desired date range for your transactions. 4. Import the file into QuickBooks or Quicken, which will automatically recognize and add the data. We appreciate your patience as we work toward a permanent solution. Please let us know if you need help with the workaround—we’re here to assist,
I suggest that everyone with this problem complain to Cal Coast via the My messages section of the new website. Once you get logged in, click the flag icon on the right which will take you to My Messages. Click "New Message". Then, change the category of the message to "Online Banking" , write your complaint and send it. Maybe they'll fix it faster if enough people complain.
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Well, it's good to finally get some definitive explanation about what the issue is and to get Cal Coast to admit that the issue is on their end and to state that they are planning on getting the connectivity issues resolved.
Their comment that they "hope" to get connectivity restored in "2025" is a polite way of saying that Quicken is not high on their priority list. Unfortunately, while Quicken is high on our priority list, most financial institutions do not hold the same perspective. This is especially true when the issues resulted from a system upgrade. Then their priorities are to fix/address issues that are critical to their business. At least they do still support the Web Connect download method. It's not ideal but it's much better than manually entering all of your transactions.
It is true that the squeaky wheel gets the grease. Cal Coast customers should continue to file complaints with them. Eventually it might be enough to convince them to raise the priority of this issue.
Quicken Classic Premier (US) Subscription: R61.16 on Windows 11 Home
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There’s very little they (CalCoast) need to do. Their backend provider FIS has this functionality working for thousands of other banks and CUs. I would say all of us CalCoast customers should complain every few weeks.
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Hello All,
Thank you for taking the time to report this issue to the Community, although we apologize for any frustration or inconvenience experienced.
This issue has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, you can bookmark this Community Alert to get updates when available and to know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you are logged into the Community.
Thank you!
(Ticket# 11477637)
Quicken Kristina
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The link provided shows the issue is resolved. It is not resolved for me as I still get the same errors. I've gone through the setup process again, Calcoast sends me the pin, and then Quicken gives an error.
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Hello All,
For those experiencing this issue still, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached to contribute to the investigation.
Please let me know once you have done so!
-Quicken Jasmine
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