Need Resolution: CC-800 on Numerous Accounts from Numerous Institutions

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SForsgren
SForsgren Quicken Windows Subscription Member ✭✭✭

I have been getting CC-800 on several accounts since earlier this week. I see many others with similar reports where the threads are closed and no longer allow comments and some with generic links to the error code and no mention of the fact that this seems to be another Quicken snafu affecting many.

I see the thread below but it also does not allow for comments and provides little in terms of resolution other than a "Please try" recommendation. This is a significant amount of effort when you have many accounts with the same problem.

"looking into this issue and we do not have an ETA for resolution at this time." is not an acceptable answer.

We need regular updates (the thread was not updated yesterday) and a resolution ASAP. Is fixing this a priority for Quicken? Many of us are dead in the water.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @SForsgren,

    We understand how disruptive and frustrating this issue has been, especially with multiple accounts impacted. The inconvenience is not lost on us, and we assure you that this is being treated as a high-priority matter.

    That said, while we may not always have daily updates to share, the Alert thread is where any new developments will be posted as soon as they're available. It remains the best source for accurate and official information.

    We appreciate your continued patience while our teams work on this! Thank you.

    -Quicken Anja
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  • SForsgren
    SForsgren Quicken Windows Subscription Member ✭✭✭

    It has already been several days and paying customers deserve better. Has this issue already been escalated to the Office of the President? Does that still exist as it did in the past?

  • Quicken Anja
    Quicken Anja Moderator mod

    Thanks for following up.

    This issue has already been escalated to the appropriate internal teams and is actively being worked on. While I know the lack of an ETA is frustrating, updates will be shared in the Alert thread as soon as new information becomes available.

    Thank you!

    -Quicken Anja
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  • SForsgren
    SForsgren Quicken Windows Subscription Member ✭✭✭

    And another day goes by with no resolution and no updates. In the corporate world when systems are down, regular updates are expected. The last update on the linked thread is 3 days ago Not having a full solution is bad enough, but having no updates is unacceptable. My question on whether or not Quicken still has an Office of the President or not was ignored in the above. Please clarify.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @SForsgren I agree that the error message is not helpful.

    Have you followed the steps in the Alert you referenced to recover from the CC-800 errors? If so, what was the result?

    I had the same problem and after following the steps exactly as in the Alert, the CC-800s were resolved and so far they have not returned.

    Even if Quicken makes changes on their end to prevent these problems from occurring again, I think you will have to go through those steps at least once to get your accounts to download correctly again.

    One item I would add to the Alert directions is that sometimes when your accounts are re-linked, Quicken modifies the account's Opening Balance, which is usually the very first transaction in the register. This prevents the account from reconciling.

    To detect and aid in recovery from this secondary problem, it is a good idea before you deactivate and re-link the accounts to find the Opening Balance transaction in each affected account and note the correct amount in the Memo. Then if your account does not reconcile after relinking, you can return to the Opening Balance and correct it.

    And yes, Quicken does still have an Office of the President.

    QWin Premier subscription
  • SForsgren
    SForsgren Quicken Windows Subscription Member ✭✭✭

    Thanks Jim.

    The issue is happening for me with 8 accounts from multiple vendors. I read that others tried the steps and it did not solve the problem or the problem returned. So that's a lot of effort for something that it may not solve. I'll give it more thought. I have seen all too many times the opening balance change issue and am also shocked that Quicken has not fixed that issue after years.

    How does one contact the Office of the President these days at Quicken?

    Thank you!

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @SForsgren -

    These steps are the only way I have found to more permanently fix the reoccurring CC-800 errors and CC-800 errors that affect multiple financial institutions.

    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” column and 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.

    These steps don't guarantee that the CC-800 errors won't return. There seems to be a lot of different situations that can cause the EWC and EWC+ connections to break that ultimately results in these CC-800 errors, but hopefully these steps can help you get a more permanent fix until Quicken can find the cause of the issue.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 21

    @SForsgren All I can say is that the steps described in the Alert worked for me and for many others. The steps @CaliQkn has listed are a superset and more detailed version of the steps that are in the Alert.

    I think your next step should be to try the steps. You will be saving a backup as the first step, so you can always revert if necessary.

    If you are not willing to go through them exactly as listed and report back your results, I am afraid there is not much more we users can do to help you.

    If you don't want to do that, you can always contact Quicken Support using the link at Help > Contact Support. They will probably lead you through the same steps that are listed above.

    You could contact the Office of the President, but I'm quite sure their first response would be "Have you contacted Quicken Support?"

    QWin Premier subscription
  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited June 21

    @Jim_Harman thank you.

    @SForsgren I should have mentioned initially that if the steps in the Alert that Jim mentioned, don't resolve your CC-800 errors, then try the steps I provided. So far, it seems like the steps in the Alert will resolve the issue, but not always for persistent CC-800 errors, which seems like you might be experiencing.

  • bgpage
    bgpage Quicken Windows Subscription Member

    This should NOT have happened!!! I had to restore from a recent back-up (thankfully i had one) and then had to disconnect all my accounts from web-connect and start from scratch. Not the way I wanted to spend my Saturday.. :-[

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @bgpage I'm glad you were able to get things working again.

    What steps did you follow in your first attempt to relink the accounts?

    Did you follow the steps in the Alert or those provided by @CaliQkn exactly as listed, including Deactivating (not resetting) the accounts, exiting and restarting Quicken, and then using Tools > Add Account (not Set up now) to re-link the accounts, or did you do something else?

    It is important to know what doesn't work, so we can change or clarify the recovery procedure based on other users' experiences.

    Thanks.

    QWin Premier subscription
  • denverphoenix
    denverphoenix Quicken Windows Subscription Member ✭✭

    This has been going on for me since 6/19 when Wells Fargo accounts received cc-800 error and then each of next two days a credit card account then loan account showed up.

    I've had success with the Alert steps on the credit card account and the loan account; however, the steps have not worked for Wells Fargo bank accounts.

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited June 23

    @denverphoenix are you still getting the CC-800 errors? Have you tried the steps I outlined in my June 21st comment in this thread? Give them a try and please report back if they worked for you. We are trying to conclusively determine what steps will resolve these pervasive CC-800 errors.

  • denverphoenix
    denverphoenix Quicken Windows Subscription Member ✭✭

    CaliQkn

    I just went through your very detailed procedure (thank you) and the end result is everything seems to be working. Ran into some complications with WF where I had to contact them to get help with allowing Quicken to access the account. Not sure they actually did anything other than to tell me to use Direct Connect which worked. After getting all of my accounts to various online services reconnected things seem to be working other than WF was now Direct Connect instead of EWC+. I then decided to go back and try the Original Quicken file that I had backed up per your procedure in which the only account not working was WF. I went through the Quicken procedure to connect to online service and told it to use EWC. Long story short is it worked, and my original Quicken file seems to be back to working with all accounts connecting via EWC+ as they were prior to having the cc-800 issues which started last week. It may be a coincidence, but connecting to WF via Direct Connect may have reset the account connection and then changing the connection method to EWC+ worked. Again, it may just be a coincidence.

    Anyway, thing seem to be working so thank you for your help/procedure and if the issue shows itself again, I will do another post.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If I were you I would have kept the Direct Connect connection to WF. DC is generally much more reliable.

    QWin Premier subscription
  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭
    edited June 24

    @denverphoenix you are welcome and thank you for confirming that the process worked to resolve your issues. That process and the steps are evolving to hopefully be streamlined and easier to use. @Jim_Harman has given me some great feedback to get to that goal.

    As for EWC+ vs. DC for your Wells Fargo accounts, I agree with Jim that DC is the more stable and reliable connection. Since the accounts are up and running now, it's up to you if you want to switch back to DC. But if down the road, you need to reconnect your Wells Fargo accounts for any reason, I would suggest switching to DC.

    And, thanks again for circling back and giving your feedback.

  • denverphoenix
    denverphoenix Quicken Windows Subscription Member ✭✭

    I understand and agree it is the most mature method. However, I've been using EWC+ for Wells Fargo since beginning of 2024 without issue until of course this one. Once I was able to connect with Direct Connect, I was then able to switch to EWC+ without issue.

    EWC+ may be an issue as I noticed that a loan account was not updating even though it's updated every for this same period of time, but no error reported. It appears to have stopped changing balance about six months ago which I missed. I deactivated and then reactivated the account, and it connected using EWC+ which is its only option.

    Needless to say, I need to watch for errors even when none are reported whatever the connection process used.