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Connectivity problems with bank of America

bcsweetman

Since the latest update I can't access my Bank of America account. The error says there is a connectivity problem. Because I'm using Quicken, Bank of America website won't connect either.

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Online Banking

Add/Edit Transactions

Windows

Accounts

Comments

bcsweetman

BTW, I'm using Quicken desktop

Quicken Laura

Hi @bcsweetman,

Thank you for letting us know what you're experiencing.

I checked your accounts on our end and found that only one of them is currently showing a CC-800 error. This error typically indicates that the account's online connection needs to be reset by disconnecting and reconnecting it.

Please follow the steps below (make sure to save a backup first):

1. Deactivate the affected accounts

Select the Tools menu and select Account List....

In the Account List, select the account you want to deactivate, and then click Edit.
In the Account Details window, click the Online Services tab.
Click Deactivate next to the service you want to disable.

Click Yes to the message confirming if you want to disable this service.
Repeat these steps for each affected account.
Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

2. Reactivate and relink the accounts

Go to Tools> Add account
Select the bank for the deactivated account(s). If prompted, select the connection method.
Enter your credentials and click Connect.
When the list of located accounts appears, choose LINK next to each account you want to reactivate (do not choose Add, as that would create duplicates).

Click Next then Done on the last prompt.

After completing these steps, please let me know if the issue persists. If it does, I'd appreciate it if you could attach a screenshot of the error message you receive when updating or connecting the account. That will help me determine whether your issue is related to a known ongoing issue or requires additional troubleshooting.

I look forward to your update!

Quicken Laura

Hi @bcsweetman,

Just checking in; we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Roni10

I am having problems with bank of america as well. I haven't been able to download transactions from my checking account for a week.

I have performed the above steps multiple times and nothing seems to work. The savings account downloads correctly but the checking account goes through the whole process and tells me "transactions have been downloaded for the last three days" and it puts a weird adjusting transaction in my register, but no transactions ever download.

Quicken Premier Windows desktop

Roni10

More information regarding my last post:

I performed manual operation to try and reconcile my account but I get an error message "unable to reconcile because there are downloaded transactions…"

I click to download the transactions and it tells me:

CC-506 Quicken is unable to update your account. This may be because the account was closed, or its nickname was changed. If I click FIX IT it goes through the whole thing again.

This persists no matter how many times I try to download.

Quicken Laura

Thank you for chiming in. Based on the error you’re receiving, I recommend following the steps below carefully. Before proceeding, please create a backup of your Quicken file.

Update to the latest release of Quicken

Choose Tools menu > One Step Update.
Deselect all items, and then click Update Now.
If an update is available, follow the on-screen prompts to update to the latest release.
Try updating your accounts again. If the problem persists, continue with the procedures below.

Refresh your account information

From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
Then select Update Now.
Follow the on-screen instructions to complete the update.
If the problem persists, continue with the procedures below.

Deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts:

Open the Account List in Quicken (Tools > Account List or Ctrl + A).
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List.
Use the Edit button for each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab.
When finished, close the Account List.
Close, then re-open Quicken.
Click the Add Account + button at the top of the Account Bar on your main view.
Walk through this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented, until you reach the screen where Quicken displays the Accounts Discovered at the financial institution.
Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

If the account was closed, deactivate it from future online updates

Choose Tools menu > Account List.
Click the Edit button next to the account you want to deactivate.
In the Account Details dialog, click the Online Services tab.
Click Deactivate to stop downloading transactions for this account.

Please let me know the results after completing these steps, including any error messages or codes you receive. I look forward to hearing from you.

(CTP-18173)

Roni10

If I choose Tools - One Step Update :

error message 'One or more accounts need your attention' (CC-800 error) Options: Continue Update Cancel Update

If I update from within the account using the gear icon, the transactions are downloaded correctly

It seems like a problem with One Step Update since the same behavior is happening with AMEX account

Both accounts stopped working after their permissions expired and I had to refresh them. The accounts which do not fit these parameters are working correctly

Quicken Laura

Thank you for sharing more information. That behavior is a bit unusual.

You mentioned that you’ve already completed the previous steps to deactivate and reactivate your accounts multiple times. However, I’d like to confirm that you performed the process for all accounts with the affected financial institution at the same time.

For example, with Bank of America:

Deactivate all Bank of America accounts, including any hidden or older accounts.
Make sure there are no accounts still connected to Bank of America in your Quicken data file.
Reactivate all Bank of America accounts at the same time, carefully linking each discovered account to the correct existing account.

Please follow the same process for any other affected financial institutions.

I look forward to your response.

Quicken Laura

Hi @Roni10,

Just checking in; we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Roni10

I was able to go through the activate/deactivate process and things are working correctly now 🙂 thank you for the help!

Quicken Laura

Amazing! I’m glad to hear that everything is working correctly now.

Please feel free to reach out if you have any additional questions or need further assistance.