One Step Update not working with Live Oak Bank

Lisamar
Lisamar Quicken Windows Subscription Member ✭✭
edited September 22 in Errors and Troubleshooting (Windows)

For the past several days, OSU will not connect with Live Oak Bank

Tagged:

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @Lisamar,

    Thanks for reaching out!

    A few things I’m curious about that might shed some light:

    • Has the balance or recent activity in the account changed recently, or does everything look normal on the bank’s side?
    • Did anything unusual happen the last time OSU successfully ran — like pending transactions or large transfers?
    • Are there any patterns in the timing of the failures, like specific days or after certain types of transactions?
    • Have you noticed any messages or codes in Quicken that appear briefly before it fails, even if they disappear?
    • Has this issue coincided with any changes in the way the bank reports transactions or updates statements?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7965121/one-step-update-not-working-with-live-oak-bank

    I haven't heard from you yet, are you still needing assistance?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Lisamar
    Lisamar Quicken Windows Subscription Member ✭✭

    Here are my answers to your questions:

    • Has the balance or recent activity in the account changed recently, or does everything look normal on the bank’s side? YES, EVERYTHING LOOKS NORMAL
    • Did anything unusual happen the last time OSU successfully ran — like pending transactions or large transfers? NO
    • Are there any patterns in the timing of the failures, like specific days or after certain types of transactions? NOT THAT I'VE NOTICED, JUST STOPPED WORKING ABOUT 1.5 WEEKS AGO
    • Have you noticed any messages or codes in Quicken that appear briefly before it fails, even if they disappear? YES, THE ERROR IS OL-301-A. I'VE TRIED RESETTING THE ACCOUNT IN ONLINE SERVICES MENU, BUT THAT WON'T WORK EITHER
    • Has this issue coincided with any changes in the way the bank reports transactions or updates statements? NO, NOT THAT I'VE NOTICED
  • P.D.
    P.D. Quicken Windows Subscription Member ✭✭

    Exact same issue here, and my answers to your questions would be exactly the same. The additional message on OL-301-A indicates one need to verify one's login information. Can't even reset the account(s). Didn't want to deactivate and start all over but guess that's what may need to happen.

    Unfortunately, I have the same problems in QuickBooks, so this may be a LiveOak bank issue, not just Quicken.

  • Lisamar
    Lisamar Quicken Windows Subscription Member ✭✭

    So, after reaching out to Live Oak Bank, it seems you have to disconnect the account in Online Services, then reconnect. But, when you reconnect, and click the link that takes you to the Live Oak webpage to enter your credentials in order to obtain the access code and PIN, you can't use any CAPS in the username, only use lower case. Once I did that, it worked and reconnected.

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20505647#Comment_20505647

    Thanks for sharing this info with us, @Lisamar! Glad to hear you were able to get it resolved by reconnecting your account with the username in all lowercase.

    For future reference, here’s our support article on OL-301 errors that provides more details on why they occur and additional troubleshooting steps.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories