Problem with updating/downloading bank information

Question

I have a Quicken for Windows subscription; for the past several months, I have problems downloading my Bank of America account info; I get an error message; than I am forced to go to Online Services Tab, Delete and Setup up again; a successful download occurs than. Next time I try to do it, I have to keep repeating the process; what is wrong ?

Quicken Anja · Answer

Hello @Surexa,

Thanks for sharing these details! I checked your account internally, and do not see any internal errors occurring.

However, since this is a reoccurring issue, instead of deactivating and then reactivating via the Setup now button, please try these exact steps below and see if it resolves the issue:

* Create a backup of your Quicken file first.
* Deactivate all Bank of America accounts in Quicken.* 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. Note: If you do not receive this message, additional information is available below.
* Click OK to the confirmation message.
* If you have an investment account that is linked to a cash account, you need to deactivate the online services from the investment account which will automatically deactivate the linked cash account.
* Important: If you are deactivating/reactivating an account to fix an issue, you'll need to deactivate all the accounts with the affected financial institution that you have activated in Quicken (including hidden ones). Once they're all deactivated, then you can follow the steps to reactivate.
* Revoke Quicken’s third-party access from your Bank of America account on their website.
* Reactivate the accounts in Quicken.* 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.
* Click Next then Done on the last prompt.

Let us know how it goes!

Sceptic · Answer

@Surexa what is the error message and/or error code?