One Step Update not working for 10 days

gingertop

I have Quicken Classic for Windows and my One Step Update has stopped downloading my latest transactions from RBC (Royal Bank of Canada) for about 10 days now. I have made no changes to the program or connection other that downloading the last update.

I am using Version R66.26 Build 27.1.66.26 Canada

Quicken Kristina

Hello @gingertop,

Thank you for letting us know you're seeing this issue. To help troubleshoot, I checked our internal tools, and I can see you're getting a CC-503 (invalid credentials) error. Are you seeing that error in your Quicken when you try to update your account? If you're not seeing that error, then please describe exactly what you are seeing.

I recommend that you start troubleshooting by backing up your file and following these steps from our article on CC-503 errors:

Step One: Verify your bank login information

1. Type your password/PIN into a text application, such as Notepad, WordPad, or another text/word application. 
   • Note: This is a way of confirming you don't have typographical errors in this field.  
2. Highlight the "confirmed" password and then copy it (Ctrl + C) and paste it (Ctrl + V) into the appropriate fields in Quicken.

Step Two: Verify your bank login at the bank's website

1. Go to your bank's website and confirm that you're able to log in with the expected username and password.
2. Once you are logged in, review your account at the website for notifications (such as pending messages in a mailbox or message center) to confirm if further action is required to grant Quicken access. 
   • Some banks will require a separate login, password, or both to access accounts on third-party software. Also note, you may need to go to your settings at the website to access these prompts for new credentials. 

New passwords: If you are required to make a new password, be aware that some special characters may cause errors in Quicken. These special characters are the ampersand (&), left carat (<), right carat (>), backslash (\), and forward slash (/). Additionally, while Quicken does not have a character limit, your bank may have one. 

Step Three: Update your password(s) in Quicken

1. Choose Tools > Account List.
2. Click the Edit button next to the account you want to change the login ID for.
3. In the Account Details window, click the Online Services tab.
4. Click Reset Account.
5. Enter the correct login ID and follow the on-screen prompts to complete the reset. 
6. If prompted, carefully LINK the accounts found to the existing accounts in Quicken. 

After the reset process is complete, attempt your online session again. 

If the issue persists

Try Deactivating and Reactivating the affected accounts:

1. Choose Tools > Account List.
2. Click the Edit button next to the account you want to change the login ID for.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate, and then click Yes to deactivate online services.
5. Click Yes again, if necessary, to confirm your choice.
6. Repeat these steps to deactivate all accounts at this same bank.
7. Return to the Online Services tab and click Set up Now for each account you've deactivated.
8. Enter the correct login ID and follow the on-screen prompts to activate your account.

Please let me know how it goes!

gingertop

Hi Kristina,

After much head scratching and fear of losing all my data, I realized the problem was that I had changed my banking password a couple of weeks ago, and not thinking, when I tried to do the one step update from Quicken I did not get any error message to say that my banking software was incorrect. Now that I have reconciled the settings in Quicken it is now connecting and downloading new data OK - so thank you for your help. I will continue to keep an eye on future updates and synchronization.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear that updating the password for your accounts corrected the issue!

If you need further assistance, please feel free to reach out!