error cc-501 and error "Sorry. We encountered an error. It's not your fault"

I upgraded from quicken Home and Business 2014 to Quicken Home and Business 2017. I have Version R4 Build 26.1.4.5. I have contacted customer support via phone and chat multiple times regarding my issue. Case numbers include: 00474042, 00485693, 00489579.
After upgrade, I received error CC-501 on my account for PNC bank. I tried deactivating the account and reactivating the account. I then receive error message "Sorry. We encountered an error. It's not your fault." This problem started about 4 weeks ago. After reloading my backup file and trying to do a one step error, I receive error CC-501 on all accounts including:
PNC Bank
Dollar Bank
First Niagara Bank
Key Bank
Juniper Bank
Lowe's Credit Card
Nissan Consumer Finance
US Bank
Walmart Credit Card
Wells Fargo Bank
I have tried going to an individual account and clicking on the gear and updating that account. I still receive error CC-501. I receive the same error for any account that I try.
I have tried deactivating all accounts and adding new accounts. Even going through the advanced setup. This is when the error changes to "Sorry. We encountered an error. It's not your fault."
I have super validated the file multiple times. Closed quicken. Re-opened quicken. I still have the same sequence of errors.
I have even downloaded the transactions from my bank and imported them to see if it would "shake the cobwebs loose" as one conversation I found suggested. This did not cause the auto downloads to break through the errors.
I have also done the check on the internet settings and reset those.
I have sent my log files to quicken support multiple times. They then start me through the same trouble shooting steps of deactivating, activating, supervalidating, etc.
I have even tried removing Quicken 2017 and re-installing Quicken 2014, but I now receive the same errors in either version.
I CAN setup all accounts if I create a new data file. So I tried...
rebuilding my data file through the export and import options into the new file. I have tried both QIF and QXF. However, the data does not come over correctly - there are category discrepancies and the transfers do not carry over correctly and the account balances are not correct. It would take a very.very.very. long time to go through the new file and reconcile the data again.
I NEED HELP. I either need to know how to get my transactions into a new data file where I can then setup my accounts to download again. OR how to get past the cycle o error CC-501 and error "Sorry. We encountered an error. It's not your fault."
After upgrade, I received error CC-501 on my account for PNC bank. I tried deactivating the account and reactivating the account. I then receive error message "Sorry. We encountered an error. It's not your fault." This problem started about 4 weeks ago. After reloading my backup file and trying to do a one step error, I receive error CC-501 on all accounts including:
PNC Bank
Dollar Bank
First Niagara Bank
Key Bank
Juniper Bank
Lowe's Credit Card
Nissan Consumer Finance
US Bank
Walmart Credit Card
Wells Fargo Bank
I have tried going to an individual account and clicking on the gear and updating that account. I still receive error CC-501. I receive the same error for any account that I try.
I have tried deactivating all accounts and adding new accounts. Even going through the advanced setup. This is when the error changes to "Sorry. We encountered an error. It's not your fault."
I have super validated the file multiple times. Closed quicken. Re-opened quicken. I still have the same sequence of errors.
I have even downloaded the transactions from my bank and imported them to see if it would "shake the cobwebs loose" as one conversation I found suggested. This did not cause the auto downloads to break through the errors.
I have also done the check on the internet settings and reset those.
I have sent my log files to quicken support multiple times. They then start me through the same trouble shooting steps of deactivating, activating, supervalidating, etc.
I have even tried removing Quicken 2017 and re-installing Quicken 2014, but I now receive the same errors in either version.
I CAN setup all accounts if I create a new data file. So I tried...
rebuilding my data file through the export and import options into the new file. I have tried both QIF and QXF. However, the data does not come over correctly - there are category discrepancies and the transfers do not carry over correctly and the account balances are not correct. It would take a very.very.very. long time to go through the new file and reconcile the data again.
I NEED HELP. I either need to know how to get my transactions into a new data file where I can then setup my accounts to download again. OR how to get past the cycle o error CC-501 and error "Sorry. We encountered an error. It's not your fault."
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Comments
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
Hopefully a Quicken rep will see this issue and work toward a resolution
Either "Express Web Connect", or "Yes (Improve connection)" indicate that you're using EWC ... which is Q's least reliable download method. It's the bank/card/etc that decides WHICH download method they'll support.
You might consider looking into whether your accounts can use Direct Connect. For US Bank, where I'm a customer also, download into ALL of your USB accounts costs $3.95 per month ... which is, to me, well worth the elimination of the aggravation.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
https://www.quicken.com/support/error-when-using-online-services-cc-501
So I talked with my CU (again) and they say it's a quicken issue. I've chased this now for days and hours and am about ready to give up on Intuit.
Interestingly, it is only the accounts that use Express Connect that fail. All of my Direct Connect transactions come down as designed. Quicken and the institutions need to figure out why Express is not working!
I spent MANY hours on the phone with support MANY times. The issue was escalated to engineering multiple times as well. The final finding for this issue is that "THERE IS NO CORRECTION".
To address previous comments:
The issue was happening for a very long time. At least 2 months.
We tried restoring from multiple backups going back at least a year and a half. This did not resolve the issue.
The export/import and building a new file is the only solution if your problem is as extreme as mine had been. There are issues with the export/import, though. Sometimes it doesn't bring over the transactions correctly. Sometimes it doesn't bring over the categories correctly. I have been a Quicken user for almost 20 years (HOLY SMOKES!) - so I have some categories that are not in 2017.
In the end I had to use a combination of the QIF and QXF formats to export both my data structure and data and then import. In the end, I was able to create a new data file with a minimal amount of errors and missing data (under 500 transactions had to be corrected - which seemed reasonable after all the other stuff I've went through to fix this problem). I then had to setup all of my accounts again for download. I have the majority of my important accounts working again and there have been no major issues so far. The only minor issue I'm having is that sometimes recent transactions do not get downloaded. I haven't identified the pattern as of yet. I can't bare the thought of calling customer support just yet.
Interesting suggestion on the Intuit ID. How would that be affecting the connection between quicken and the institutions? No on suggested that and I did not try that. I'm afraid to try it not that I've rebuilt my file.
Good luck to all of you! I feel like my next error will result in me running as far and fast from Intuit as I can!
If you want to know if I tried any other trouble shooting steps, just send a message.
It sounds like you've reached out to a third party support company who is trying to scam you out of $500, Official Quicken support provides free support to Quicken 2017 users and does not charge more then $39 for helping with older versions of Quicken.
I suggest you reach out to the official Quicken support team using one of the methods below.
Quicken chat Support:
http://quicken.com/contact-support
Quicken Phone Support: 650 250 1900 (Monday - Friday 5AM-5PM PST)
I am now connected with the senior team members at Q and we are working through issues they are finding. They made some server changes and thought it would resolve the issue but as of this morning and another 2 1/2 hour webex meeting we found it did not fix it so they are going back to the team for additional possible solutions. We found through this process that "temp" accounts had been created but are not visible to the user. They have given a back door to find them and delete them. It connected successfully today but we discovered that recent trans are not getting posted even though it says it connects successfully.
It took several weeks to get Q involved but they are now fully engaged and I'm hopeful they will get it resolved soon. I have another thread on this same issue on the board at: https://getsatisfaction.com/quickencommunity/topics/express-web-connection-is-failing-for-all-instit...
Back to the OSU without improvement and all ran smoothly like always. ???
I ran into a similar experience with "microsoft" support a couple of years ago. I thought I called MS to reload a licensed Office product on a new machine. But it was a scam group who tried to sell me on some phony $$$$ solution to fix the "problem" they found on why my license key would not work.
Unfortunately when they saw me trying to shut the PC down they yelled some vulgarities at me and locked my PC. I had to rebuild it as there was no way to reboot and login.