Errors with updating Fidelity Accounts CC-800

Question

In the past 30 days I have not been able to get transactions from Fidelity updated.  The update runs It says it has completed but no recent transactions are updated. I did reauthorize all the accounts, but it made no difference.  The update summary report shows a CC-800 error.

Boatnmaniac · Answer

There is another possible cause and troubleshooting option for persistent CC-800 error code issues that this Support Article does not address:  There might be a corruption issue with the Cloud Account that is associated with the data file.

If this is the case, one step that could be taken is to:

* If you have not already done so, it is recommended that you add the Opening Balance transaction dollar amount for each Spending Account (i.e., checking, savings, credit card, etc.) into the Memo field of that transaction.  This is not a necessary step but it can be of great assistance in resolving potential account balance issues that might occur. 
* Back up the data file.
* Edit > Preferences > Mobile & Web > Sync = ON > Reset Cloud Account > Yes > Reset.  (NOTE:  If you use Quicken Mobile or Quicken on the Web, they will be reset to include data for up to the 2 yrs and older data will be removed.  This will not affect the data in your data file.  If you do not want your data on Quicken Mobile or Quicken on the Web….no worries because this step will not automatically sync your data file to the Cloud Account unless you take other setup steps to do that.)
* If you do not wish to use Quicken Mobile or Quicken on the Web:  Edit > Preferences > Mobile & Web > Sync = OFF > OK.
* This process will cause all of your accounts that were previously set up with EWC or EWC+ download connections to be deactivated.  They will need to be set up for downloading, again via Add Account (under the Tools menu) or via Update Now (on the Online Services tab of Account Details or on Account List).  Make sure to Link the downloads during this process to the accounts that are already set up in Quicken.

If resetting the Cloud Account does not resolve the CC-800 download issue:  The following steps can resolve many CC-800 error code issues.

* File > Copy or Backup File > Create a copy or template > Next > choose a name for the copied file or use the suggested file name (which will be the name of your primary data file with Cpy added to it) > Save Copy > when prompted, select to open the copied file.
* This process will create a unique ID data file that includes everything that is in your current primary data file.
* This process, because it is a unique ID data file, will cause Quicken to generate a unique Cloud Account for it.  Since the Cloud Account is where your EWC and EXC+ download setups are saved you will need to set them up for downloads, again, via Add Account or Update Now.  (Since DC login information is saved in the PW Vault, not in the Cloud Account, DC downloading setups should still be intact.) 
* If you do use Quicken Mobile or Quicken on the Web this copied file will not be connected to your earlier setup so you will need to set up this feature, again.

If after completing these procedures the account balance(s) are not correct:

* Check the Opening Balance transactions to see if they are correct or if they have been changed.  This is where entering the Opening Balance transaction dollar amounts into the Memo fields comes in really handy because it makes it very simple and very fast to see if the dollar amount of that transaction has been changed and what you need to do to correct it.
* If an account is still out of balance:  Scroll backward from today's date in the Account Register to see if there are any duplicate transactions.  If any are found, delete one and retain the other.  If there are any duplicate transactions they will most likely occur within the last 90 days.

Any questions?

Let us know if any of these suggestions resolved the issue for you.

Quicken Alyssa · Answer

Hello @mtownsend,

Thank you for sharing your experience, and I am happy to help.

Please review this Support Article that covers CC-800 errors in Quicken. If the steps in the article do not resolve the issue, please contact Quicken Support directly for further assistance.

Thank you!