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Can't download from Nuvision Credit Union, OL-362-A/OL-362-B [Edited]

polarbear

Can not download for the last 3 weeks. Nuvision is telling me they are working with Quicken to fix this issue, with no known ETA for when that will happen. Cannot download files from the web; the account will not work either.

[Edited - Readability]

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Comments

Quicken Carlos

Hi @polarbear,

Thanks for taking the time to post to the Quicken Community. To better understand what you’re experiencing, I have a few questions:

When you try to update the account, do you receive an error code or message?
Does the update complete successfully but no new transactions download?
When you say you cannot download a file from the financial institution’s website, does Nuvision not provide a QFX file compatible with Quicken?
If Nuvision does provide a QFX file, do you receive an error when trying to download or import it into Quicken?

This information will help us determine whether the issue you’re experiencing is related to the current Nuvision ticket we’re tracking or if there may be a different issue involved.

I look forward to your reply!

polarbear

No error codes. Updates complete with no transaction download or error codes. When I download a QFX file from the financial institution, I get this message: Your financial institution has downloaded data for an account that does not exist in your Quicken data file. OL-362-A

Then, at the bottom, it also shows OL-362-B

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

The OL-362 typically means that the Quicken file has gotten out of sync with the financial institution. To resolve the issue, please backup your Quicken file and follow these steps from our article on OL-362 errors:

To resolve this issue

You will need to deactivate and reactivate the affected account(s).

To deactivate the account

Open the Account List (Ctrl + A).
Make sure to Show Hidden Accounts, if that option is available.
Click Edit next to the affected account(s).
Go to the Online Services tab and click Deactivate.

What if Quicken tells me to accept downloaded transactions before deactivating online services?

Quicken will not deactivate online services if you have not accepted all downloaded transactions. Verify that you have accepted all transactions.

Repeat steps 3 and 4 for all accounts linked to the financial institution reporting the error.
Close/Reopen Quicken.

To reactivate the account

To activate a Web Connect account, follow these steps from our article on activating Web Connect accounts:

On your financial institution's website, click the option to download your account information as a Web Connect (QFX) file. If prompted, click Open.
If you have set up an existing Quicken account for this account, click Account already exists, then choose the account nickname from the drop-down menu.
If you have not yet set up a Quicken account for this account, click Create a new Quicken account, and then click Continue.
Click Continue. Your recent account history is downloaded from your financial institution to Quicken. Depending on the amount of information being sent, you may see a progress bar indicating how much of the transfer is complete.
When your recent account history has been transferred, accept the downloaded transactions into Quicken.

To activate an online account in Quicken:

Open the Account List (Ctrl + A).
Click Edit next to the affected account.
Go to the Online Services tab and click Set up now...
Enter your bank credentials.
Carefully review the Discovered accounts and Link them properly to avoid duplicate accounts and ensure transactions download to the correct accounts.

If the issue persists

In some cases, you may need to restart your computer after completing the steps above.

Please let me know how it goes!

polarbear

I deactivated all accounts and reactivated them again. Same issue. Also created a new file, and the same issue. Notice that it gives me the correct balance for checking and savings accounts. It will not download any transactions; it just gives an opening balance. For certificate of deposit accounts, it gives me either $2.00 or $10.00 as the opening balance in all of them.

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

Since troubleshooting did not resolve the issue and the same problem occurs in a new file, I recommend contacting the financial institution for assistance, as they create the Web Connect file.

If the financial institution is unable or unwilling to assist, please let us know!

Thank you!

polarbear

Contacted Nuvision, and all they can tell me is that they have an issue, and they are working with Quicken with no ETA on when it will be fixed.

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

I'm sorry to hear they couldn't give you much information. Since you mentioned they're working with Quicken, I reached out internally to confirm and found out that a ticket was recently created. The issue is being tracked in ticket CTP-18693.

Thank you!