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Bank redesigned website- cannot reconnect to Quicken Deluxe

DavidClarke

My credit union updated their website; afterward, when I tried to open the bank, it wouldn't open

I deactivated the bank from Quicken and when i tried to reconnect, it freezes up Quicken. I have to go into Task Manager to stop the program.

I called the bank; they said this was a Quicken issue. The bank called back and advised another person had the same issue; he added the bank as a new bank, and when asked to link to the existing account, he was able to merge and proceed

I tried this, but the bank listings did not show up??????? How do I fix this? If I delete the existing 2 bank entries and then re-add it, will I lose all the data in those accounts? [Edited - Readability]

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NotACPA

And the CU name is? Can't quite research this without more info.

Boatnmaniac

Do NOT delete the existing accounts. That is almost never a good thing to do, especially when you have a lot of historical data in them.

By "bank listings" do you mean "transactions"? If not, please clarify what are you referring to?

What type(s) of accounts are you trying to link?

What is the name of the CU? What is the website you go to when you log into your online CU account(s)?

DavidClarke

The bank is Bath Savings Institute in Maine, not a CU. by bank listings- I mean when I tried to add the bank again as a new one, it showed the 2 accounts at BSI, and in the Linked to section- it did not include this bank to Link too

Boatnmaniac

Generally, when that happens it means that the accounts are already connected and Quicken recognizes that so it will not let you link to them again.

To confirm this, select one of the accounts and go to Account Register / upper right Gear icon / Edit Account Details / Online Services tab. Exactly what does it show in the lines highlighted in yellow in the following picture?

Also, do you see a button there for Reset Account? If so, click on that and see if that resolves the issue for you.

Looking forward to seeing your replies. If this doesn't resolve the issue for you, your answers will help to determine what the next troubleshooting step(s) should be.

DavidClarke

I deactivated the account figuring I could just Activate it again - didn't work

Boatnmaniac

"didn't work" doesn't tell me much. Please tell me exactly, step-by-step, what you did to try to activate it, again. And specifically what happened when the activation failed.

DavidClarke

I went through the process of reactivating the bank, but when it came to linking to an existing account- the bank I needed was not included in that list, so there was no way to relink it as the bank i wanted was not there

DavidClarke

Just tried again to set up the bank and it's back to freezing the Quicken program. I have to open Task manager to close Quicken.

Something isn't right

DavidClarke

Success I just tried to add the bank as a new listing- and this time, it had the bank in the Link To area- so I was able to reconnect to the bank. It's working now

Thank you for your assistance in this matter