Accounts become disconnected from banks

yuriw
yuriw Quicken Windows 2017 Windows Beta Beta
edited 10:02AM in Download, Add/Update Accounts (Windows)

Hello all

Sometimes I get to the situation when QW after download shows several accounts as disconnected from the bank (little red sign), and the only way to fix it is to go thru every account and do online reset.

I run QW on a VM and keep copies of my data file and VMs backups.

What I am really wondering about is even after I restore a data file or even a VM the problem still needs to be fixed.
Where is the information about bank connections stored? Why doesn't restoring a VM with QW + data file fix the problem?

TIA

[Edited for Readability]

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @yuriw,

    We are sorry to hear about the issue you are experiencing!

    First, could you please tell us the name of the bank you are experiencing this issue with? Is it only one bank, or multiple different banks (if multiple, please provide the name of each bank)? And do you receive any specific error message(s) and/or code(s) while trying to connect?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • yuriw
    yuriw Quicken Windows 2017 Windows Beta Beta

    Several banks: WF, Chase, BMO, Schwab

    After the online update, banks were marked with the Sign forbidden icon.

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