I'm getting an error OL-292-B when trying to download transactions from US Bank. This issue first started yesterday.
Hello @svowels,
Thanks for reaching out!
OL-292 errors generally indicate that Quicken isn’t receiving the expected response from the financial institution during the update process. As a first step, I recommend reviewing this OL-292 support article, which outlines the standard guidance for this error.
In short, the recommended steps are:
If the error continues after that, the article explains that the next step would be to contact the financial institution directly and ask to speak with an online services specialist, as Quicken doesn’t have access to their servers to resolve OL-292 errors on our end.
Thank you!
same issue with US Bank direct connect. Been going on for a month.
Hello All,
Thank you for reporting this issue!
We have been seeing recent Direct Connect errors with US Bank, and we currently have an Open Alert for a couple of those errors. While this specific error (OL-292-B) is not listed in the alert, I suspect that it is related to the same issue.
At this time, we have not seen many users reporting this specific error. However, I will pass this information along internally, so our teams are aware that this issue could be changing/growing.
@Quicken Anja has posted the steps we use for resolving this issue above. If the steps don't work, we recommend you reach out to the bank for further assistance/insight into what could be causing you to receive this error.
As for the alert linked in blue text above, to be notified of updates or changes, you can open it up and then bookmark it. Any new information will be posted there.
Hope this helps!
I'm also using Direct Connect with US Bank … and not encountering any problems.
Including an "Update Now", from within one of those accounts.
I'm using US Bank PFC Direct Connect with Quicken for Windows and I've also haven't been able to connect since the beginning of August. I think I started with error OL-293-A and now stuck in a loop with OL-220-A. I contacted US Bank right away and they said they had no known issues and told me contact Quicken. Quicken said to connect the bank since it is direct connect. I talked to US Bank again and they had me try some more things but there was no resolutions. They could see errors on the logs but with no specifics. I have bookmarks for the related Quicken posts and the digest to hear about any news of a solution. At one point they thought it had something to do with the login so they reset my PIN but that didn't do anything. They created a case for me. I haven't been using Quicken since the beginning of the month but I'm at the point that I need to do something as I depend on Quicken to budget for my upcoming automatic payments. I tested changing to the Express Web Connect on a test file I had created but it wanted to download a bunch of transactions from the past. I don't want it to do that as it would duplicate a bunch of things and I'm afraid would create a mess as I have multiple US Bank accounts. Please advise what I can do a workaround for now until this issues is resolved without creating a mess of my US Bank accounts in Quicken. Also - is there a way to rename my current Quicken file to a different name and then restore a back up to my current Quicken file name? When this issue started, I disconnected the Online service for my checking and then reactivated (each step took 30 minutes) and then all of a sudden my checking account balance increased by around $10K! Thanks
I have been running US Bank PFM direct connect, using it daily including today with no issues.
Based on a prior issue I had with US Bank, if the help person you're talking with is not resolving the issue, then the next step is to escalate - tell him/her you want to talk with their supervisor. The front-line help people don't always have deep knowledge, I think some of them only have an FAQ list. Did you by any chance change your USB password about when this issue started? (Not necessarily the same day). What you propose about copying and renaming your working file and restoring a backup is absolutely a reasonable step - nothing tricky about it. You didn't mention any problem with Quicken downloads from other institutions, so I infer those are working fine.
All my other banks are working fine. I've been working with US Bank online support trying various things. Now, they removed the PFM Direct Connect profile from my account and it's not getting recreated as they said would happen no longer than 3 business days. They just requested it a 3rd time. At least this time they created a case so the next person could see what happened. But I need to do something now as it's been 3 weeks and I need to budget my cash flow. Can you please let me know how can I create a copy of my current file to a different name? I just want to at least have live access to my current file data in case something goes wrong with the restore. Then I plan to either change my connection method to Express Connect or turn it off completely and do manually imports. The first option would be more ideal but I don't see a way to tell it what period of time to download and when I tested it, it downloaded a bunch of old stuff so I assume I would need to go through and delete all of the old transactions. Any advice on each way would be better? Thank you so much!
All the personal data, customizations, etc. that you have created or downloaded reside in the QDF file, not in the Quicken executable file or in some hidden database. You can have several QDF files, and each one is complete within itself. If you move to a new computer, all you need is to (1) download and install the desired version of the Quicken executable from the Quicken web site, and (2) have a copy on the new computer of the QDF file you want to use, or you can restore the QDF from a backup accessible on your new computer.
The QDF file is an ordinary file, and you can copy, move, rename, or delete it as you would any other file. If you delete it, it will go into your Recycle Bin and it can be easily restored from there if you make a mistake. Internally, it's more like a .zip file than a regular file - it has a number of sub-files inside it. But there's nothing unusual or tricky about renaming the QDF file. If you want to begin using a different QDF file, just select the one you want under the File menu in Quicken. You also can make a copy from the File menu, or you can do it within Windows like copying any other file. If you have multiple QDF files, you can select the one to use when you launch Quicken (select using the File menu, or double-click on the QDF file you want to launch Quicken).
A QDF file contains the record of when it was last updated, and it shouldn't go back any earlier for a new download. Different QDF files will have different dates for their last update. Use a copied QDF, and if you don't like what you get in an update, just delete the copy and go back to the file you were using before.
If you just want an updated record in Quicken of what is posted to your account per the bank's records, express web connect is all you need. Setting up a payment to be sent to a payee like an ordinary check also can be done using express web connect. Direct connect is required if you expect to create transfers or other actionable transactions within Quicken and then send them to your bank to execute.
Thank you so much! I didn't realize that the QDF was fully self contained so you can do anything you want with it. So if I rename the QDF and open it in Quicken, then Quicken will show that new name as the Quicken file name at the top? This simplifies things a lot.
And thanks for the clarification on Direct connect vs Express web connect. So if I change the method, then do I just need to go through and delete any downloaded transactions that are already in my Quicken? I don't know how it determines how much to download but when I tested it on a copy, it definitively downloaded transactions that were already in Quicken from Direct Connect.
Yes, Quicken will display the QDF file with whatever name you give it.
In a Quicken register, you can easily delete a transaction by selecting it, then hitting CTRL-D. In a list of downloaded transactions, you also can delete one without adding it to your register from the edit menu that drops down if you click it in any downloaded transaction.
Any QDF file works in both express web connect and direct connect. If you change from one mode to the other, which I've done more than once, the next download in the new mode will not repeat anything from your previous downloads.
@Lisa Conrad,
Just to add to what @Ray Cosner said. When you switch connection methods, there is some risk of duplicate transactions. While it may not happen, if duplicates do occur, it is relatively easy to correct, depending on how many transactions were duplicated.
If needed, here is a Support Article with steps on deleting duplicate transactions: https://www.quicken.com/support/quicken-downloads-transactions-which-are-duplicates-existing-register-entries/#section-windows-4
Thank you both! I was able to switch from US Bank Direct Connect to Web express and figured out how to delete a range of downloaded transactions (with SHIFT key I think) which made it much faster. I was having some very weird issues with the US Bank Direct Connect. Even after I restored and turned it off, it kept wanting to add an account for US Bank Direct Connect and even the balances on my other banks were no longer matching the transactions. I was able to fix that with the help with Quicken support and what ended up fixing it was restoring again and making a copy of the file within Quicken (it asked for a date range but it defaulted to all dates) which the rep told me would copy everything EXCEPT the online setup for each bank. I had to go back and setup the online setup for each bank again but I no longer had any issues with US Bank. I was able to set US Bank up with the Web express and all my other banks were back to the balance they should be. I'm promptly cancelling my Direct Connect with US Bank. Thanks!
While I have your attention, Alyssa can you please help me change my last name for the Quicken community? The profile page says I'm not authorized. My name is now Lisa Barbieri. Thank you!
@Lisa Barbieri,
Thanks for following up to let us know you got this all sorted out!
As requested, I've changed your username.
Thanks again!
