Truist Transactions not Downloading

Martyn Wheeler

Quicken for Windows, version R62,16, Build 27.1.62.16, everything (Windows and Quicken) kept up to date.

Transactions are no longer downloading from Truist via Direct Connect. I know they're about to change their system, but that's over a week away, and as of a short while ago transactions are no longer being downloaded. I've tried Resetting Accounts, I've Deactivated and Reactivated. Quicken is connecting without issues, but no transactions are being downloaded. Truist is my main bank, partly because their Quicken connection has until now been ultra reliable, and there are a LOT of transactions that have not been downloaded.

The last downloaded transaction was dated 5/31/25. Nothing dated after that is being downloaded.

CaliQkn

@Martyn Wheeler which FI are you using for Truist Bank? I think part of the changes is deactivating and reactivating with a new connection by June 25, 2025. The one for Direct Connect is "Truist Online Banking".

quicken-quickbooks-deact-react-guide.pdf

Martyn Wheeler

That's the one I'm using, Truist Online Banking. Followed the attached instructions exactly, connected to Truist but no transactions are downloaded.

By the way, the specified process for the changes is to deactivate by June 24, activate after June 30.

CaliQkn

@Martyn Wheeler it is strange that they would impose a "blackout" period for that long and in that manner.

Nevertheless, have you tried contacting Quicken Support? They can review the logs and determine what is happening, or not happening when you make a connection.

https://www.quicken.com/support/search-opt/

Martyn Wheeler

And now it's mysteriously and suddenly working again. Weird. Thanks for the advice!