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Express Web Connect Download Error Resolved

I struggled with Quicken Express Web Connect Errors for quite some time.  I even called Quicken Support and after spending several hours, they offered to continue working with me IF I paid them $200 for 3 years of support, $350 for 5 years, or $500 for lifetime.  I said NO Thank You.  THEN I found the following post by Sherlock posted in this forum approximately March of 2018.  I followed the procedure and NO MORE ERRORS.  Yay!  What a Life Saver!
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

Tagged:

Comments

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited January 2019
    Jill, that was not Quicken support you spoke to. Official Quicken support is free. You spoke to a fake support site. The contact info for the real Quicken support is here:



    https://www.quicken.com/support#conta...
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    mshiggins said:

    Jill, that was not Quicken support you spoke to. Official Quicken support is free. You spoke to a fake support site. The contact info for the real Quicken support is here:



    https://www.quicken.com/support#conta...

    Correct, You did not contact official Quicken Support.

    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.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object 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)

  • Unknown Member
    edited January 2019
    THANK YOU so very much!  I am currently evaluating Intuit MINT and others as a Quicken replacement.  So far I am able to down load from Genisys CU without issue in MINT.  I have 20+ years of Quicken history to be considered and 30+ finance active accounts to evaluate.  Let me know if you have had any issues with Intuit MINT!
  • Unknown Member
    edited January 2019
    mshiggins said:

    Jill, that was not Quicken support you spoke to. Official Quicken support is free. You spoke to a fake support site. The contact info for the real Quicken support is here:



    https://www.quicken.com/support#conta...

    Well, I thought I did due diligence and it sure looked legitimate.  It was website address quickensupportline.com and phone # 877-3xx-8xxx.  But yes I did get it from a search on Google.  I see that the Quicken Software itself sends me right back to the website that you pointed me to.  Wish I had used that link or found your forum first.  

    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.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited January 2019
    mshiggins said:

    Jill, that was not Quicken support you spoke to. Official Quicken support is free. You spoke to a fake support site. The contact info for the real Quicken support is here:



    https://www.quicken.com/support#conta...

    Change ALL of the passwords on all of your Bank/Card/Brokerage accounts and all of your email accounts.

    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.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
This discussion has been closed.