Quicken direct connect issue with Truist Bank

joebuckfromTX
joebuckfromTX Member ✭✭
edited November 13 in Download, Add/Update Accounts (Windows)

For about a week quicken cannot correct issue up and down loading to Truist Bank using Direct Connect. I cannot pay bills do to this. After running multiple test they ask I call the bank to to if they no longer use Direct Connect. Truist still does and they checked and all was setup on the Truist side. I called Quicken back to inform them, but they already knew. I was told this time they hae an issue between them and Truist. Is this happening to other Truist customers? I am using Windows

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @joebuckfromTX,

    I have taken the time to look further into the issue that you are experiencing and can see that you are receiving a CC-501 (FDP-101) error with your Truist Bank account(s). You can follow this link to access a FAQ that provides more information.

    As per the FAQ: If you receive one of these errors, please wait 24 hours and then try again. If the issue still persists after this time period, please contact Quicken Support.

    I apologize that I could not be of more assistance.

    -Quicken Jasmine

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  • Aladien F
    Aladien F Quicken Windows Subscription Member

    I am experiencing this problem when I am trying to download the transactions. I tried to reset the account. Everytime I try to connect I receive a message. CC-501,

    image.png

    This have been the case for a week. I tried severaltimes. Contacted support did not getb help.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Aladien F,

    I do apologize for my delayed response. Are you still experiencing errors with your Truist account(s)?

    Let me know!

    -Quicken Jasmine

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  • Richard Rosenfield
    Richard Rosenfield Member ✭✭

    I too have been expnd experiencing issues with Direct Connect with Quicken and Truist, I contacted Quicken Help and they stated since it was a Direct Connect, they could not help. I contacted Truist and the only thing the person could tell me (reading from a script) was to go to your Truist account (preference) and re-register your Quicken File. This worked exactly one day.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    edited December 16

    Hello @Richard Rosenfield,

    I have taken the time to further review the issues that you are experiencing with Truist, I can see that you are internally receiving an FDP-185 (CC-585). I invite you to attempt the troubleshooting steps below in hopes of resolving this issue. It is recommended to save a backup before proceeding (just in case). You can also follow this link to access those steps and to find more information.

    Ensure you are on the latest release for your version of Quicken

    1. Select Tools menu > One Step Update.
    2. Click Update Now.

    You can also check for an update by going to Help > Check for Updates.

    Screenshot 2024-12-12 at 11.59.03 AM.png

    Refresh your online account information

    1. From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    2. Select Update Now.
      Screenshot 2024-12-12 at 2.42.41 PM.png
    3. Follow the on-screen instructions to complete the update.
    4. Repeat these steps for each financial institution experiencing this error.

    Visit your financial institution's website

    1. Sign in to your financial institution's website.
    2. Navigate to the page where you view your account information.
    3. When you encounter the new web page that requires your response, fill out the requested information and dismiss the screen. If you have the option to not display the page or ask you again, select that option. If you do not, the error may continue to occur.

    Note: Some financial institution websites may have this new security requirement located in your inbox or message center. 

    Please let me know how this goes!

    -Quicken Jasmine

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  • spfrost
    spfrost Quicken Windows 2017 Member
    edited 8:58AM

    I have been having a connection problem to Truist Bank for a couple of weeks now. Ever since the last Quicken upgrade. It will connect every now a then, but mostly not. I have tried to upgrade, reset my accounts with Direct Connect, reporting the issue to Quicken, calling Truist and nothing has helped. I receive error messages OL-294-A and OL-295-A. What is the answer for this issue? When I spoke with Truist bank they informed me that I was connecting with Direct Connect, but no information was sent to them. SO, I am connecting to the Bank, but Quicken is not sending for some reason. This is a Quicken issue.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @spfrost,

    The OL-294 and OL-295 errors have different troubleshooting steps. The troubleshooting you will need to follow depends on which issue you are currently seeing.

    If you are seeing the OL-295, which means that Quicken is unable to establish an internet connection, then please follow the directions from this article on OL-295 errors to troubleshoot:

    https://www.quicken.com/support/error-when-using-online-services-ol-297/

    If the issue persists after you've followed that troubleshooting, then the culprit may be a VPN, anti-virus, or firewall blocking Quicken's communication. Try pausing those or turning them off to see if that resolves the OL-295 issue.

    If you are seeing the OL-294 error, then please follow these directions from this article on OL-294 errors:

    First, verify your account services in Quicken

    If you have not yet signed up for the bill payment service provided by your financial institution, but have enabled that service in Quicken, you will get this error. Make sure that your account settings in Quicken match the services currently provided by your financial institution. To do so:

    1. Choose Tools menu > Account List.
      Screenshot 2024-12-21 at 10.51.40 AM.png
    2. Click the Edit button of the account you want to verify.
    3. In the Account Details dialog, verify that the account settings in Quicken match the services currently provided by your financial institution and make changes, as necessary, so the information matches.
    4. If you make changes, try to connect to your financial institution again (Choose Tools menu > One Step Update).
    5. If everything looks correct or if the problem persists, continue with the next procedure.

    Second, verify your password

    With the convenience of the Password Vault in Quicken comes the opportunity to forget to change your password in Quicken when it has been changed at the financial institution. To update your password in Quicken:

    1. Choose Tools menu > One Step Update.
    2. Uncheck all options except for the financial institution that is reporting the error.
    3. Click the key icon to the right of the financial institution name.
      Screenshot 2024-12-21 at 10.51.08 AM.png
    4. Enter your password.
    5. Click Update Now.

    Third, refresh your online account information

    1. From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    2. Select Update Now.
      Screenshot 2024-12-21 at 10.53.17 AM.png
    3. Follow the on-screen instructions to complete the update.
    4. Repeat these steps for each financial institution experiencing this error.

    Please let me know how it goes!

    Quicken Kristina

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