Truist bank
Answers
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So that’s the problem. WC stands for web connect. You need to select the choice on top (DC) to get a direct connection.
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That’s the problem, WC is web connect only. You need to pick the choice above (Truist Online - DC) which saves you the Advanced Option step to get Direct Connect. It’s right in your screenshot so you should be ok if you pick it.
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So lets bring this alltogether….
Truist\ Quicken….all is back running…to include Bill Pay. Its safe to Re-Activate Truist Accounts
- Go to the Truist Website and Disconnect/Remove/Delete the Prior Quicken Subscription….
- At the Truist Website, Click Register Data Files…..fill in any other required info
- Open Quicken, go to accounts; select Truist Acct(s)/Account details/General Tab/ and REMOVE Financial Name (Truist)
- Still in Account details click on ONLINE SERVICES TAB; SETUP NOW
- Select TRUIST DIRECT CONNECT
- Enter Required Sign on Info
- Accounts populate; select connect to existing account
- Select done
Truist Accounts are now re-connected/activated with DirectConnect…..
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Thank you for sharing!
-Quicken Jasmine
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Yeah I just realized that also I actually thought (Truist Online - DC) stood for Washington DC 😀
Seems to be working now thanks for all the help here
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Quite a fiasco for Truist. Their detailed reactivation instructions were a fail. I was able with their support to reactivate and download transactions on multiple accounts around 1:30 today. However, my attempt to send two payments failed with an OL-301-A error. Now I cannot do One Step on any of my Quicken files that I have with multiple accounts at Truist. Anyone have any idea about a fix?
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krammat,
I am in the same boat as you.
This is still broken (Truist direct connect). Payment upload does not work, and once you attempt it, transaction download breaks also. JohnA said truist is aware of payee change problem that will be 'fixed soon'… but I don't know if thats the totality of the post upgrade problem.
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if you have pending transactions to upload or electronic payments not yet accepted , I would accept and delete the pending uploads and resubmit after you get a clean download (error recovery doesn’t count). Some operations need multiple tries.
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From what I’m hearing through Truist support, they’re still working out the bugs from this big system upgrade they just went through. I was finally able to get One Step Update to work and upload a few online payments — but it took several attempts and I ran into all kinds of annoying errors like OL-301-A and OL-294-A
This thread has been super helpful
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I dont have anything presently pending as far as I am aware. I deleted the pending payments (after many rounds and trials). Regular download of transactions or 'bring my info up to date" is still failing.
Not sure where to go next… in two of my prior 'upgrades' of quicken/DC on another provider, I had to delete all my payees… re-add them all, accept the sad 5-7 days billpay period..and wait until "good news, its now 2 days" after the first payment/15 business days had passed.
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i found out that downloaded bill payments can silently appear after a failure and error recovery. Also “Bring payment info up to date” is always checked at the start of an OSU- you need to uncheck before every OSU. This puzzled me a bit since I thought it would remember the last choice thus leading to failures that were not download failures really..
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FWIW, OSU worked successfully today from Truist - hope others have good fortune too.
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is anyone getting the cc-502 error when trying to reestablish the truist/quicken limk
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Seems DC Issues are continuing…..
Someone who has re-activated their Truist Accts….Did you have to go to the Truist WebSite and Delete the Quicken Subscription…and then re-create it?
This step is NOT shown in the Truist Steps provided How to Re-activate after this Update….. I would like to avoid that step….if not necessary
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Hello All,
Thank you for your continued patience and support.
We do now have an active alert for online banking issues with Truist. You can follow this link to access that alert, which it is suggested to bookmark for all further updates and new information.
We apologize for the inconvenience caused in the meantime!
-Quicken Jasmine
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Yes, I did that and explained in a previous post. The problem I saw was that the new instance is created when enabling online services and displayed, but the old instance remains leaving 2 instances of the registered files. Unsubscribing was the only way I knew to remove the old instance. In my experience, registration problems can be very intermittent causing different problems in the way OSU is performed. After I did it, I had Truist double check and they confirmed it was correct. YMMV.
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Thanks for sharing!
-Quicken Jasmine
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i’m not sure why Truist Bank is valid for an online banking FI with Quicken. Web connect (express or not) online users use Truist Online -WC. Isn’t that why Truist Online only gives WC and DC choices?
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The Direst Connect has a charge of $7.95/month that Truist is now imposing for that feature
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That’s not a new charge, I have always been charged that with bill pay since Suntrust merged with Truist. If you don’t need bill pay, then you can use WC and not get charged. Since this whole thread was brought about by bill pay upgrades, it was assumed you would need DC.
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I have been following the other discussion on this topic and just discovered this one. Am I understanding that I need to delete the list of data file registrations on the Truist site and then create a new one? Currently, I show two registrations — my original and one from yesterday.
Secondly, has anyone been able to successfully transmit a check (for Bank Bill Pay)? My downloads seem to be working but my connection fails with an error when it gets to the point of sending a check. (See my post below.)
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So my OSU also finally seemed to work this evening for the first time.. and I downloaded a few transactions plus two online payments that I made (via the truist website on the 30th).. BUT one of the payments was for today, and it doesn't look right… no check number and I don't see 'pending' or anything on either truist site or the payee. Will check again tomorrow.. the other online payment made via website is for later in time..does show a check number (electronic)..
I didn't try any payment uploads as I dont have anything due yet (since I did the urgent ones via website).
I'll have to check tomorrow and if the 7/2 payment still is nogo I may try a payment upload.. but I am running out of time.
A little late and still probably a little incomplete…
Just received this in email.. they don't specifically say to cancel the existing subscription to DC, and the register data file… which I think is necessary per this thread.
Hello,
As you may be aware, we completed some important system updates to your Quicken/QuickBooks experience on Monday, June 30. Since then, we've identified an issue that may occur when you try to deactivate and reactivate your profile - and we've updated the steps you'll need to take so you can avoid it.
Please follow these steps to deactivate and reactivate your Quicken/QuickBooks profile:
1. Update your software to the most recent version of Quicken/QuickBooks
- Within Quicken: Select Help, then Check for Updates.
- Within QuickBooks: Select Help, then Update QuickBooks Desktop, then Update Now.
2. Select the correct bank (financial institution) name
The new financial institution you should select during the reactivate process is Truist Online Banking - DC.
3. Register your data file
As part of setup with the new connection, make sure to select Register your data in Truist Online Banking. For detailed instructions on deactivating and reactivating your account and to understand how to navigate to this option, please refer to our updated Deactivation / Reactivation Guide.
A note regarding Bank Bill Pay
We are actively working to resolve some intermittent connectivity issues with the Bank Bill Pay feature in Quicken and QuickBooks. In the meantime, consider using Truist online banking or our mobile app for your bill pay needs.
If you've already successfully signed in through Quicken or QuickBooks with the correct bank identifier, no further action is needed. We apologize for any confusion these changes may have caused.
Questions? Call us at 844-4TRUIST (844-487-8478).
Thanks for banking with Truist.
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I followed the update directions above, including canceling my Truist subscription and renewing to register the new data file, and while it does connect and download, I am still unable to send any bills for payment. It keeps showing a web service call failed error.
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i successfully uploaded a bill payment. I don’t see check numbers either and email notification seemed to stop - they went away on the 23 not to be seen since. But the checks are still being sent - a few have been posted. I can only hope this is temporary since I used the checks number in my records.
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Still getting the web service call failed updated when trying to send a bill payment to Truist
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Hello All,
Thank you for continuing to update this thread and provide more information.
Please keep an eye on the alert for all further updates and information. Our teams are working to investigate and resolve this issue. However, at this time, there is no ETA or any new information to share.
We appreciate your patience!
-Quicken Jasmine
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@JohnA,
Thanks for leading the charge here. This AM I found that my payment made via the Truist website (without a virtual check #) did post. As you also noted, no email confirmation of the transaction from truist … and not with the usual 'pending' notice on the day it was scheduled to post.
This evening I downloaded said payment, and I also successfully uploaded a payment for a bill I just received today (with a 5 day payment lead, aka auto-check).
So the overall process so far probably sits in the middle of my experience with quicken/provider billpay upgrades. To be fair, (aside from the undocumented cancel/re-subscribe instructions), Truist appears to have recovered the upgrade issues quickly (within a few days).
WIll see. I'm from Missouri so will track the process the closely.
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Direct connect working fine here today just sent some online payments without any issues
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I still cannot get Wickenby web connect to work with Truist since last Friday. I’ve spoken to quicken and Truist - both point at the other and no one can get it working.
after deactivating all the Truist accounts, when I try to add a Truist account using the Truist - wc bank, it spins and finally times out.0 -
sorry. I still can not get Quicken web connect…
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