Unable to connect to Quicken servers at this time.

actuary314

Windows 11 home, Quicken version R62.16. This problem started last night. Not after a recent release was loaded.

After I did OSU, my checking account balance was low by a large amount. Prior entries going back several months were low by the same amount, but the starting balance 15 years ago was correct. I balance my accounts every week, and last week, everything was fine. So, I restored last week's session from a backup. When, I did so, I got the error symbol (a circle with a diagonal line) to the left of 9 of my accounts. When I attempted to restore it again, I got the same result, this time before doing OSU or anything else. I then attempted to correct the errors, one at a time. When I hit the error symbol for the first affected account and entered the username and password, I got the unable to connect... message. I tried correcting the error on the next account and had the same problem. I tried deactivating and reactivating the first account. I was able to deactivate it, but had the same problem when I tried to reactivate it. Please help.

[Deleted User]

@actuary314 it sounds like you have multiple issues (including CC-800 errors) that were compounded by restoring your data file multiple times. The balance issue is most concerning. That might take some additional troubleshooting steps to resolve.

Here are some steps to take to try to attempt to get your accounts back up and running -

1. Make a backup of your data file. Also, make backups during this process, just in case you need to go back a step.
2. In the Account List, check the “Transaction Download” columnand make note of any accounts using EWC+ for connection method. You will need this information in a later step.
3. Validate your data file. Click on File→Validate and Repair File, then select "Validate". Click "OK". Review the "Validate & Repair log" for any messages that need to be acted upon.
4. Super Validate your data file. Same as step #2, except hold Ctrl-Shift when clicking on "Validate and Repair File".
5. Do a "Copy File" to create a copy of your data file. This process forces a rewrite of code and fixes some file corruption issues. It will also clear out online connection "remnants" for all accounts. Click on File→Copy or Backup File, and select "Create a copy or template", and then click Next.
6. 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".
7. 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.
8. When the process completes, switch over to the new file. For each account, on the General tab in Account Details, blank out the Financial Institution Name and Account Number.
9. For EWC+ accounts, go to each of your financial institutions’ websites and log into your online banking account. Locate the section where connected apps or third-party access is managed and make sure to unlink or disconnect Quicken from your accounts on the bank’s end. This may be listed under "Security," "Settings," or "Authorized Apps" depending on the institution. If you do not see a link or a third-party authorization, it may have already been deleted by the deactivation process in Quicken.
10. Reactivate online services for all accounts in the new data file, by using “Add Account” and carefully linking to existing accounts in Quicken. Do not use “Set up now” on the Online Services tab of Account Details.

For your balance issue, usually those type of errors are corrected by a data file validate (steps #3 and #4). Hopefully these steps will get your accounts back up and running, but your balance issue might need to be addressed separately.

Also, the error "Unable to connect to Quicken servers at this time" by itself is usually is resolved by signing out and back into Quicken. But you are having multiple issues so I am not sure where this error fits in. Here are the instructions for signing out and back into Quicken -

https://www.quicken.com/support/message-when-using-online-services-quickens-online-service-unavailable-time/

actuary314

I haven't quite completed this because I have a technical issue and a very large number of accounts. However, I'm almost done, and though time consuming, it is working like a charm. Incidentally, the out of balance condition is no longer an issue because I restored the file to the prior week, at which time the accounts balanced just fine. Thanks so much for your incredibly quick and valuable response.

[Deleted User]

@actuary314 it sounds like you have multiple issues (including CC-800 errors) that were compounded by restoring your data file multiple times. The balance issue is most concerning. That might take some additional troubleshooting steps to resolve.

Here are some steps to take to try to attempt to get your accounts back up and running -

1. Make a backup of your data file. Also, make backups during this process, just in case you need to go back a step.
2. In the Account List, check the “Transaction Download” columnand make note of any accounts using EWC+ for connection method. You will need this information in a later step.
3. Validate your data file. Click on File→Validate and Repair File, then select "Validate". Click "OK". Review the "Validate & Repair log" for any messages that need to be acted upon.
4. Super Validate your data file. Same as step #2, except hold Ctrl-Shift when clicking on "Validate and Repair File".
5. Do a "Copy File" to create a copy of your data file. This process forces a rewrite of code and fixes some file corruption issues. It will also clear out online connection "remnants" for all accounts. Click on File→Copy or Backup File, and select "Create a copy or template", and then click Next.
6. 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".
7. 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.
8. When the process completes, switch over to the new file. For each account, on the General tab in Account Details, blank out the Financial Institution Name and Account Number.
9. For EWC+ accounts, go to each of your financial institutions’ websites and log into your online banking account. Locate the section where connected apps or third-party access is managed and make sure to unlink or disconnect Quicken from your accounts on the bank’s end. This may be listed under "Security," "Settings," or "Authorized Apps" depending on the institution. If you do not see a link or a third-party authorization, it may have already been deleted by the deactivation process in Quicken.
10. Reactivate online services for all accounts in the new data file, by using “Add Account” and carefully linking to existing accounts in Quicken. Do not use “Set up now” on the Online Services tab of Account Details.

For your balance issue, usually those type of errors are corrected by a data file validate (steps #3 and #4). Hopefully these steps will get your accounts back up and running, but your balance issue might need to be addressed separately.

Also, the error "Unable to connect to Quicken servers at this time" by itself is usually is resolved by signing out and back into Quicken. But you are having multiple issues so I am not sure where this error fits in. Here are the instructions for signing out and back into Quicken -

https://www.quicken.com/support/message-when-using-online-services-quickens-online-service-unavailable-time/

actuary314

I haven't quite completed this because I have a technical issue and a very large number of accounts. However, I'm almost done, and though time consuming, it is working like a charm. Incidentally, the out of balance condition is no longer an issue because I restored the file to the prior week, at which time the accounts balanced just fine. Thanks so much for your incredibly quick and valuable response.

[Deleted User]

@actuary314 you are welcome. And, thank you for being thorough and completing all the steps. I know that there was a lot there