Cannot download data to truist account

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mikejm46
mikejm46 Quicken Windows Subscription Member
edited May 19 in Errors and Troubleshooting (Windows)

I get this error when trying to manually download data to my truist mortgage account:

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  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @mikejm46

    There are some things you can try to fix the OL-362-A error:

    1. Deactivate & Reactivate the Account
      • Open Quicken and go to Tools > Account List.
      • Click Edit next to the affected account.
      • Go to the Online Services tab and click Deactivate.
      • Close and reopen Quicken.
      • Go back to Tools > Account List, click Edit, and select Set up now to reconnect.
    2. Ensure All Transactions Are Accepted
      • If Quicken prompts you to accept downloaded transactions before deactivating, make sure all transactions are reviewed and accepted.
    3. Restart Your Computer
    4. Sometimes, a simple restart can resolve syncing issues.

    Here is some documentation from Quicken Support

    https://www.quicken.com/support/message-when-using-online-services-ol-362/

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