New System - Download Issues

John Robinson
John Robinson Member ✭✭✭
in Download, Add/Update Accounts (Windows)

Moved to a new computer. Downloaded Quicken and imported my backup file. No issues so far. Immediately had CC-800 issues on every account setup for update via download. Went through and "added" the account and linked it to the right file. Every one has successfully matched, even the ones with multiple accounts, except for the most important one - Truity Credit Union. I can access my accounts via their website and their mobile app with no issue. When I try to either add and match the accounts, or reset them, I now get "Sorry. We encountered an error. (It's not your fault)… and then "An additional message from Truity Credit Union: Failure authorizing your account."

Truity of course says that there is no issue on their end…

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Comments

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @John Robinson - first, try setting up the Truity account in a test file to see if it works. If it does, then make a copy of your data file using the "Copy File" process and then reactivate online connections for all accounts.

    1. Make a backup of your data file.
    2. Click on File→Copy or Backup File, and select "Create a copy or template", and then click Next.
    3. On the next screen, leave the defaults as is. You can change the new file name and location, if you wish. Click on "Save Copy".
    4. During the copy process, you will be asked to provide a password for the new file. If you don't want a password, hit ESC.
    5. When the process completes, switch over to the new file. You will need to re-setup online services for all accounts in the new data file.
  • John Robinson
    John Robinson Member ✭✭✭

    Unfortunately that didn't work for Truity. Same issue. All of the others set-up fine but here is the message when trying to do anything with Truity Credit Union:

    image.png
  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @John Robinson here are some other suggestions.

    1. Disable online connections - if your data file is still on your old computer, disable all online connections in that data file.
    2. Wait and Retry – Sometimes, the issue is temporary. Wait 24 hours and try again.
    3. Check Your Bank’s Website – Log in directly to your bank’s website to ensure there are no alerts or security prompts that need attention.
    4. Update Quicken – Make sure your Quicken software is up to date, as updates often fix connectivity issues.
    5. Contact Quicken Support – If none of these steps work, Quicken Support may need to review your log files to diagnose the issue.
  • John Robinson
    John Robinson Member ✭✭✭

    Thanks. Nope, none worked. I even validated and Super validated the data file. I will wait until tomorrow and try support

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @John Robinson if you are waiting until tomorrow to call Quicken Support, before you call, try the connection again. Sometimes it just needs to sit awhile to "reset".

  • John Robinson
    John Robinson Member ✭✭✭

    Okay… Quicken Support helped. There were 4 accounts and I had to make sure I deactivated all 4 (one was still active). Then when "adding" accounts I needed to enter the bank name and then click "Advanced Options." The system was not set to Express for some reason. After that the bank found and linked all four accounts to current and I am back in business.

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @John Robinson glad Quicken Customer Support was able to resolve your issues, and thank you for circling back with the solution.

    That "Copy File" process is another way to ensure all connections are deactivated.

    But again, thank you, sometimes the simplest and most obvious solutions work the best.

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