Express Web Connect Download Error Resolved
So I am posting a copy of Sherlock's post again for other users.
Posted by Sherlock,
SuperUser approximately March, 2018
If
you insist on using EWC, there is this sledge
hammer approach
offered by Arctic Hare :
Most
Express Web Connect connectivity issues can be resolved (permanently) by
executing the procedure below. It is important that you
follow procedure precisely. Don't skip steps or use alternate methods.Please post (detailed)
results.
To
start, as a diagnostic test, create a new Quicken file and try to set up your
Express Web Connect downloads in the newly created file. If you can
successfully download via EWC into the new file (and maintain the correct
currency setting for all affected accounts), then deactivate the online
connections in the test file and go back to your old/original file and complete
the following procedure, being careful to follow it exactly and not skip any
steps. If you were able to download into the new file, executing the following
procedure will likely resolve your downloading issues.
1. Create
a copy of your data file using File-->File Operations --> Copy;
2. Open
the newly created copy;
3. Go into
Tools-->Account List
4. For
all active Express Web Connect (EWC) connections, including Hidden
accounts, click on Edit then click on the Online Services tab. Then click
"Deactivate". Before closing each Account Details dialogue box,
delete the financial institution name and account number from the General tab.
Note: you do not have to deactivate Direct Connect or Web Connect connections;
leave those activated.
5. Once
you are done deactivating all EWC connections, go to
Tools-->Online_Centre and hold down CTRL + SHFT while you click on
UPDATE/SEND button or the "UPDATE ACCOUNTS" button (it is labelled
differently between versions). [Note: some users cannot complete this step
because they have an EWC LINKed mortgage account that can't be deactivated. If
this applies to you, contact Quicken tech support for a method to deactivate
the EWC connected mortgage]
6. Close
Quicken [don't skip this step]
7. Re-open
Quicken
8. Create
a copy of your data file using File Operations --> Copy;
9. Open
the newly created copy;
10. Perform
a file validate:
File_Operations-->Validate&Repair-->Validate_File-->OK; if this
first validate finds an account error, referencing an account with a name
similar to "ACCT_24" or "ACCT_2c" or anything starting with
"TEMP", which don't appear in your account list or category list,
then the validate process is flushing out the corruption causing the unknown
account type in EWC setup.
11. Perform
another file copy again using File Operations --> Copy;
12. Again,
open the newly created file.
13. Validate
the file again; if this second validate finds a problem with a category, which
wasn't found on the first validate then you are continuing the process of
flushing out the corruption causing the "Unknown Type" in the EWC
setup.
14. Perform
another file copy again using File Operations --> Copy;
15. Again,
open the newly created file.
16. Validate
the file again; typically, there will be no error found this time, but if you
do find another account error, repeat the cycle until no account or category
issues are found.
17. Go to
the Online Centre. Hold the Ctrl+Shift+F3 keys and click Contact Info in
the Online Center screen. This will bring up a list of all FI profiles
contained in the data file. There should be no FI's in that list other than
those associated with direct connect connections; i.e. if you use Express Web
Connect or Web Connect to connect to a particular FI, then that FI should not
appear in this list. If any FIs for which you use WC or EWC do show up, delete
them from this list because it may help clear any invalid profiles from your
data file.
18. Close
Quicken.
19. Reopen
Quicken.
20. Go to
Account list, click on Edit for one of the files for which you want to re-setup
Express Web Connect, Click on the Online_Services tab, click Setup and follow
the instructions.
21. When
you get to the dialogue box where you can ADD, LINK, or IGNORE accounts, be
certain that you LINK the accounts. It is critical that you pick
the link account from the pick list even if Quicken appears to have proposed
the correct link automatically. Don't just accept the auto LINK.
22. Once
the setup process completes, you'll probably be back up and running
23. You may
have duplicate transactions, which you can accept into the register (if not
accepting automatically) and delete

Comments
https://www.quicken.com/support#conta...
Questions? Check out the Quicken Windows FAQ list
The ONLY Official Quicken Support can be reached for FREE via chat or phone. Read this:
https://getsatisfaction.com/quickencommunity/topics/the-only-official-quicken-support
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
SO another question for you - She linked into my computer to look around with remote software. She seemed to know what she was doing with Quicken. Now I am nervous that she got sensitive information from my Quicken file. But I monitor things very closely and nothing unusual has happened in the week since dealing with her. Do you know if that would cause me any problems down the line?
Thanks for the letting me know. Guess I learned a lesson today.
Right now, you're at significant risk of having your identity stolen if your don't. In fact, it may be too late already, show you should also contact the Credit Bureau's and put a freeze on your accounts.
BTW, I'm not, as my ID says, a CPA. I'm a retired Certified Info Sys Auditor, and the former VP and manager of Computer Fraud Investigations for Wells Fargo & Co.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP