Trouble syncing an account to the web
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Hi JoeBlow,
Sorry you're experiencing an error--do you have the text of the error message, or a screenshot? What type of account is it, and what's the name of the credit union? This will help us figure out what's going on so we can fix it--
Thanks,
Quicken KathrynQuicken Kathryn
Community Administrator0 -
Financial Institution: Campus USA Credit Union
Connection Method: Direct Connect
Standard One Step Update works without error in the desktop app.
Error message when attempting to sync to Quicken on the Web: "A connection to your financial institution could not be established. Please try again later. To continue without this institution for now, deselect the account(s) and try again later. You can fix the issue and then add the account(s) again later."
When attempting to add the account, the connection dialog looks like it's corresponding correctly with the bank.
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Hi JoeBlow,JoeBlow said:Financial Institution: Campus USA Credit Union
Connection Method: Direct Connect
Standard One Step Update works without error in the desktop app.
Error message when attempting to sync to Quicken on the Web: "A connection to your financial institution could not be established. Please try again later. To continue without this institution for now, deselect the account(s) and try again later. You can fix the issue and then add the account(s) again later."
When attempting to add the account, the connection dialog looks like it's corresponding correctly with the bank.
This could be a temporary issue with Quicken on the Web accessing your bank (the Web and Desktop have different update processes, so it could potentially work on the Desktop and not on the Web). If this issue persists for more than 24 hours, try the troubleshooting steps here and see if that resolves the issue for you: https://www.quicken.com/support/troubleshooting-online-banking-issues-quicken-mobile-and-quicken-web
If this isn't a temporary banking issue, resetting the account should fix most issues, but if not, a deactivate/reactivate should reset the account on the Quicken Cloud.
Hope this helps,
Quicken KathrynQuicken Kathryn
Community Administrator0 -
Note to devs: depending on how things go, I may post this as a separate issue.
To OP and community, I'm having a similar issue. Even prior to seeing the web version, my mobile app has been failing to connect to my primary FI. The results I'm seeing remind me of a few years back, when Quicken (think they were still under Intuit) had to make a workaround because my bank has numerous security questions.
Bringing my situation up here, in case it's relevant.0 -
OK. I deactivated online banking and sync'ed the account to the web. That worked.JoeBlow said:Financial Institution: Campus USA Credit Union
Connection Method: Direct Connect
Standard One Step Update works without error in the desktop app.
Error message when attempting to sync to Quicken on the Web: "A connection to your financial institution could not be established. Please try again later. To continue without this institution for now, deselect the account(s) and try again later. You can fix the issue and then add the account(s) again later."
When attempting to add the account, the connection dialog looks like it's corresponding correctly with the bank.
I then reactivated online banking in the desktop app. That worked.
I sync'd again from the desktop. That worked.
Unfortunately, the web now shows an exclamation point. This is the message from that error symbol:
This account needs your attention
We are unable to connect to Campus USA Credit Union (FL) at this time.
Care Code: ccwebbrowser.580
I clicked the Try Again button in that dialog box and nothing happened. I clicked Sync Now in the desktop app and it sync'ed without error. I clicked the Sync button online and got the same error message.
If it matters, (I doubt it), those results are from Firefox 62.0.3 running in Windows.
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OK--it seems then that this may be a temporary issue with the connection between your bank and the web; if this is still happening tomorrow, please contact our support team so we can collect some information from you and escalate this to our Online Services Team: www.quicken.com/contact-supportJoeBlow said:Financial Institution: Campus USA Credit Union
Connection Method: Direct Connect
Standard One Step Update works without error in the desktop app.
Error message when attempting to sync to Quicken on the Web: "A connection to your financial institution could not be established. Please try again later. To continue without this institution for now, deselect the account(s) and try again later. You can fix the issue and then add the account(s) again later."
When attempting to add the account, the connection dialog looks like it's corresponding correctly with the bank.
Hope this helps,
Quicken KathrynQuicken Kathryn
Community Administrator0 -
Hi twodubz,twodubz said:Note to devs: depending on how things go, I may post this as a separate issue.
To OP and community, I'm having a similar issue. Even prior to seeing the web version, my mobile app has been failing to connect to my primary FI. The results I'm seeing remind me of a few years back, when Quicken (think they were still under Intuit) had to make a workaround because my bank has numerous security questions.
Bringing my situation up here, in case it's relevant.
Thanks for posting! This does seem like a separate issue--can you post a new thread with details of your bank, account type(s) and the error messages you're seeing? Then we can troubleshoot a bit more--
Thanks!
Quicken KathrynQuicken Kathryn
Community Administrator0 -
Will do. ThanksJoeBlow said:Financial Institution: Campus USA Credit Union
Connection Method: Direct Connect
Standard One Step Update works without error in the desktop app.
Error message when attempting to sync to Quicken on the Web: "A connection to your financial institution could not be established. Please try again later. To continue without this institution for now, deselect the account(s) and try again later. You can fix the issue and then add the account(s) again later."
When attempting to add the account, the connection dialog looks like it's corresponding correctly with the bank.0 -
Thanks, @Quicken Kathryn! Just opened a new thread, as requested.twodubz said:Note to devs: depending on how things go, I may post this as a separate issue.
To OP and community, I'm having a similar issue. Even prior to seeing the web version, my mobile app has been failing to connect to my primary FI. The results I'm seeing remind me of a few years back, when Quicken (think they were still under Intuit) had to make a workaround because my bank has numerous security questions.
Bringing my situation up here, in case it's relevant.0
