bmo harris bank download Issue
BMO bank recently did a major update and now I'm getting the following error message when trying to update my banking transactions...Unable to update these accounts because of an error on the Quicken server.
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In Windows, you'll also need to delete the Financial Institution name and account number from your BMO account details in Quicken.
Then reconnect, but make sure you use BMO Harris Bank (DO NOT USE BMO HARRIS BANK N.A. - RETAIL, SB). Make sure you LINK (DO NOT ADD) the account.
Some duplicate transactions will be downloaded the first time, so some cleanup will be necessary.
Thanks sooo much...your fix worked perfect.
Thanks a lot
Did you try deactivating ALL the BMO Harris accounts first...making sure if it's Windows that you remove the Financial Institution name and account number from the Account Details window.
Then, re-activate the account for downloads. Quicken should then connect with BMO Harris (do NOT use BMO Harris Bank NA Retail SB) and you should see your accounts. Then LINK the accounts to your current accounts in Quicken.
The key is that you have to de-activate ALL BMO Harris accounts FIRST, then re-activate for downloads.
THEN, try reactivating and linking ONLY the BMO Harris accounts that are active. If Quicken finds the hidden accounts too, just use IGNORE for those accounts and LINK for the active accounts.
See if that works for you. No guarantees.
In the future, however, if you make an account Hidden, deactivate that account from downloads prior to marking it such.
https://www.bmoharris.com/main/personal/banking/digitalbankinghelp/
If the conversion instructions and/or file validation do not work, you could try setting up for web connect via the instructions and then converting to EWC.
Yeah, web connect is too much trouble now with multiple accounts which is why I switched to EWC. I'm seeing pending transactions download so there are still a few bugs to work out. Online balance downloaded is based on pending transactions rather than posted so people trying to reconcile will also be complaining shortly.
Adding- one way to check if the issue is a problem with your file or with BMO; create a new data file and set up BMO to see if all accounts are offered. You can delete the file after the test.
Not good.
Not good.
I actually contacted Quicken Support - and they were very rude about the situation - they couldn't seem to understand the problem - I tried explaining it at least 5 times - they ultimately told me I was clueless, that my file was corrupt and just to start over. That left me VERY disappointed and frustrated.
Quicken - you can do better.