A name or number for ,,, account may have changed.

David Stempnakowski
David Stempnakowski Quicken Mac Subscription Member, Mac Beta Beta
edited October 1 in Download, Add/Update Accounts (Mac)

Yay! Quicken 8.3 is out, and yet I still have to follow the same procedure every week for accounts that have not changed their name or number in years. I do this for USAA, SCU, or Edward Jones at least once a week. I would love to know why.

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Quicken Mac user since 1988. MacStudio M1 Ultra.

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @David Stempnakowski,

    Do you get this same error for each of your financial institutions (USAA, SCU, Edward Jones)?

    If so, this error usually occurs when Quicken or your bank detects a change in the account name or number, even if nothing was actually changed on your side. Please review and follow the guidance in this support article.

    If the issue persists after these steps, please contact Quicken Support for further assistance.

    Thank you!

    -Quicken Anja
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  • David Stempnakowski
    David Stempnakowski Quicken Mac Subscription Member, Mac Beta Beta

    Thanks for the tip, but this doesn't work for me.

    I seldom have an issue with SCU or Edward Jones. Maybe once every month or two. With USAA, it is a weekly occurance. This seems to have been occuring since USAA did the last major update on their systems.

    Quicken Mac user since 1988. MacStudio M1 Ultra.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Since the troubleshooting did not correct the issue, please contact Quicken Support directly for further assistance, as they have access to tools we cannot access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday (They will be closed on Labor Day).

    I apologize that I could not be of more assistance! 

    Quicken Kristina

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  • David Stempnakowski
    David Stempnakowski Quicken Mac Subscription Member, Mac Beta Beta

    Thank you for the kind and informative response. Enjoy your holiday.

    David

    Quicken Mac user since 1988. MacStudio M1 Ultra.

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