Quicken is currently unable to verify the financial institution information for this download.

Question

Using Quicken Deluxe for Windows.

Oregon State CU made a digital transition on July 22.  Used to use web connect.  That no longer works.  Bank instructed to download QFX file and that worked for one day.  Now I get the above message.

I opened the QFX file with notepad and the INTU.BID is 04130.  Does the bank need to iupdate their FID number to a new number?

Quicken rejects the file instantly, how is it able to know the file is not valid?  Do they update quicken every day with this information?

NotACPA · Accepted Answer

That BID is associated with a now disconnected iteration of OSCU's website.  That disconnection was requested by OSCU, not Quicken.

The current BID appears to be 71901.

71901	71901	71901	Oregon State CU	https://www.oregonstatecu.com/	800-732-0173	https://digital.oregonstatecu.com/registration	ACTIVE	 	BANKING&WEB-CONNECT

What you'll need to do is deactivate the account and reactivate it using the "Oregon State CU" name.

NOTE, however, that only Web Connect is supported.

jdparker225 · Accepted Answer

if you edit the QFX file, changing INTU.BID to 71901 (assuming NotACPA is correct), and try importing it again, it should work. Back up file first as precaution.

Jim

NotACPA · Accepted Answer

But  if the OP changes the connection, as I also suggested, then an edit of a new download won't be necessary.

The new BID will already be in the file and the OP can, in all likelihood, designate the time period of the download to incorporate the dates of the prior download.

I.E.,  why create additional work?