My experience, issues and questions after update to R64.19

Bob.

I updated Mac to 8.3.0 tonight which, of course, switches to the new biller system. Rather than confuse this thread, I'll start another for Mac experiences and issues.

Bob.

Just a morning note: I have updated both Windows and Mac. Interesting they react differently to billers in regard to T-mobile and Progressive Insurance. Mac will not add either without Sync and then still has issues. Win added T-mobile easily, has Progressive Pending. Same new provider.

Bob.

@Quicken Kristina You say:

It can take up to 3 days for a biller in pending status to connect. What I recommend is leaving one of the Progressive Insurance ones alone to give it a chance to connect.

It went from Pending to Failed this morning in Windows. All others working. it was about 2-3 days Pending.

Open to suggestions what to try.

~Bob

Carl Davidson

https://community.quicken.com/discussion/comment/20506175#Comment_20506175

@Quicken Kristina and @Bob.,

I finally got a chance to spend time this afternoon trouble shooting the problem using Bob's formula. While it didn't do any harm, it didn't solve the problem with One Step Update failing to update bills. l have detailed notes, which I won't bore everyone with, but here are the key takeaways:

1. Unlinking and deleting the online billers went smoothly.
2. Deleting the one reminder I had created for an online biller went smoothly.
3. Invoking Update All (the circular arrow) within the Bills & Income tab works fine for any number of online billers.
4. Adding back any single biller causes OSU to fail to update biller with absolutely no indication of what went wrong.

@Quicken Kristina, do you need me to file a bug report for this?

Carl

Quicken Kristina

Thank you for your reply @Carl Davidson,

To help narrow down if this issue is file specific, or is a program issue, please try validating your data file.  Please save a backup file prior to performing these steps. 

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, then please try restoring a backup from before the issue started, and test to see if the issue persists in the newly restored backup.

If the issue is not resolved in the newly restored backup, please return to your main file.

Please let me know how it goes!

miklk

For anyone that doesn't mind a little extra work: (May be overkill for some problems BUT..)

My problem was specific for not being able to delete a biller BUT the ONLY fix for me was to get a new datasetID to get rid of corruption by doing a file/copy or Backup/Create a copy or templete (Does a record by record copy and creates a new datasetID for all online functions. Open this newly created datafile.

The downside to this method is you will need to Re-Enable ALL accounts for online services.

After re-enabling all the accounts you should have a corruption free file with a new datasetID for the billers and other online info etc.. so now go to Billers tab.

Carl Davidson

https://community.quicken.com/discussion/comment/20506861#Comment_20506861

Hi @Quicken Kristina,

I have done both regular and super validation on the file with no change in the behavior. I will try restoring a backup, but I would have to downgrade back to R63.x to do a fair test. I'd rather not do that.

Quicken Kristina

Thank you for your reply,

If you don't want to roll back to R63, then please try restoring the backup in R64 and let me know how it goes.

Thank you!

Carl Davidson

https://community.quicken.com/discussion/comment/20507079#Comment_20507079

Hi @Quicken Kristina,

Restored my last automatic backup from before installing R64.19 and ran a full OSU. Still fails to update bills.

@Carl Davidson

bmbass

@Quicken Kristina @Bob.

I don't want to hijack Bob's thread, but here are some "problems" I have run into with R64.23 and the new Billing System:

I went straight from R63 to R64.23 (R64.19 was never offered to me) but BEFORE I did the upgrade, I deleted my existing Billers and Reminders (thanks Bob!) and then upgraded to R64.23. The first OSU (without ANY billers being added) took over 15 minutes and most of that time was spent on the Update Bills section. This was surprising since I didn't have any Billers in my data file. I then used the add "Bills from Connected Accounts" dialog and added 6 of my previous Billers. This again took a LONG TIME (so long I went to bed and checked on it the next morning), but all 6 seemed to be added fine and the dates and amounts looked correct. However, any interaction with these Billers causes a 15+ minute delay before control is given back to my cursor: Adding the Reminder takes 15+ minutes, Accepting the entry (ENTER on the drop down) takes 15+ minutes, doing an EDIT on a Pending Biller takes 15+ minutes, etc.

I have done both Validate and Super Validate and no biller related errors were seen (There were several Corrected scheduled transactions that were unrelated to the Billers and this same "corrected" list has now shown up two times (yes, same list after the first set of corrections during a second Validate). These scheduled transactions have been in my system for months, but only showed up as needing correction with this latest version, but apparently not really getting corrected since they have shown up both Validates.

I tried to add two other Billers (that were not included in the "Connected Accounts" list) and one has been Pending for two days now, the other one (Verizon) has gone from Pending to Failed probably 6 or 7 times. Each Fail, I try to change something about the information I have provided to "fix" whatever is wrong, but I have yet to find why the new Billing system says I have a mismatch. The only feedback is the information provided does not match, but no indication which field has the problem. The information I have provided is CORRECT, but something is still not matching. The PROBLEM is that the information being asked for is extensive: Account Number (without dashes), Name, Billing Address, Phone Number, Email. My Account Number starts with a leading 0, so I have tried it with and without this 0. It has a dash in the middle (I have not tried it yet WITH the dash), Address (I put it in Capitalized since that is the way it appears on my bill, but does it want Capitals and Smalls?), my Zip (I have tried both 5 and 9 digits), Phone (I have 2 phones associated with the account and I have tried both), email (all small letters, but does it want CAPITALS?). Having NO information as to why the fields don't match is crazy. This process has GOT TO BE IMPROVED and indicate which fields are mismatching. Again, anytime I make any changes to these Pending/Failed Billers, I have to wait 15+ minutes before control is returned once I hit submit.

I have 2 Billers that apparently are not supported yet: AT&T Internet and Netflix. It sure would be nice to have a list of supported and upcoming support so we can know when a biller gets added.

Bob.

@bmbass No worries on hijacking :) The more info we have the better we can try to find solutions. Everyone seems have slightly different flavors of errors and issues.

bmbass

@Bob. @Carl Davidson @miklk
Have either of you been able to add a Biller using the "+ Online Bill" where you have to fill in the account number, your name, address, phone, email and have the system go to PENDING and eventually connect successfully? I was able to add the Billers that I had from "Connected Accounts", but NO billers from companies where I don't also track them inside Quicken (like my power company and Verizon). I have filled out the information probably 15 times for Verizon and now 2 times for my power company, but it always comes back as Failed saying some information didn't match. Since there is SO MUCH information and SO MANY FORMATS that this information could be in, I was wondering if ANYONE has successfully connected to a non-Connected Account where you fill in all this information and the new Billing System actually accepts it as valid.

Bob.

I have.

As I mentioned, I unlinked an account that was not working from the reminder. Deleted the reminder. Deleted the biller. A good idea to restart Quicken then.

Then added as a new biller. filled all info. If I recall, never went to pending but connected on 2 billers immediately. But then Progressive Insurance is still pending.