How can I completely resolve Error CC*800

StevenR · January 11

I'm running Quicken Classic Premier R65.29 Build: 27.1.65.29 on both Windows 10 and Windows 11. Two of my accounts (Bank of America and Fidelity Investments) continually fail updates with Error CC-800.

I can temporarily resolve the error during a given session, but both accounts will fail with the same error on subsequent sessions. My efforts to temporarily, and (with hope) permanently resolve the error include:

Resetting the accounts successfully;
Deactivating the accounts, then going through setting them up again successfully;
Deleting the accounts entirely; then successfully adding them;
Amidst the above steps I've run many Validate and Super Validate processes.

Today, I have created a completely new Quicken "test file" and added ONLY those two accounts successfully, just as above. I will run updates over the next few days and see if those, too, begin to receive the Error CC-800.

In the meantime, I'm reaching out to see if there is any way to permanently resolve the error for these two accounts WITHOUT (if it turns out to be the case) creating an ENTIRELY NEW Quicken file.

Thank you,

StevenR

NotACPA · January 11

Have you seen, and following the advice, here:

https://www.quicken.com/support/error-message-when-updating-accounts-cc-800/

BK · January 11

I have experienced what you are describing in the past - a very persistent CC-800 error that keeps coming back. What works for me - and this is just my personal and rather overkill approach:

Disable Sync under Preferences > Mobile & Web
Deactivate every/all accounts you have with those financial institutions including any hidden ones
Keep them deactivated for a few days/maybe a week (this is the key step for me)
During this time regularly update/OSU your data file
After a few days reconnect them one at a time
If you are not using the Mobile or Web companions, keep the Sync in step-1 disabled

If unsuccessful, next approach would be to "Reset" your cloud dataset - found under Preferences > Mobile & Web (must turn Sync On to see this option, Reset it, and turn it back off). Incorporate this as step 2 1/2 above. NOTE: this step might deactivate some other accounts as well - your mileage may vary.

Good luck

StevenR · January 13

To NotACPA: Yes, I've followed the steps in the link you provided. In fact, those are the very steps I have been taking every day for each of those accounts so I can get them updated that day. The next day, Update again fails on those accounts, and I go through the process again - it doesn't "permanently" resolve the error.

To BK: Sync is disabled. (Oddly, nearly each time I try to start an Update, the Synch processing window displays, and I have to click on Update again to actually run it. I'll have to dig deeper into that issue.)

I can easily deactivate both accounts and leave them deactivated for a good amount of time without any problem. I'll give that a try; perhaps leaving them deactivated until next Monday (a week). And if that doesn't work, I'll incorporate step "2 1/2" and try again :-)

Appreciate the suggestions!

Candy Man · January 21

I have been getting CC-800 errors when updating for the past 2 days. Every time I get the err msg, it is a different account. In 2 days, I have had 6 different accounts with this message. This appears to be a continuing problem with many users. Why doesn't Quicken fix this?????

StevenR · January 21

I sadly have to report back to BK that his suggestions to me have not completely resolved the issue for me. I ran a week with the accounts deactivated; when that didn't resolve it, I reset the cloud dataset. I was able to get a good update of all accounts at least once; then the Error 800 came up again for both BofA and Fidelity only…as has been the case for some time.

Candy Man seems to have a 'messier' issue with Error 800 than I. Mine only affects two accounts. But I agree: if this particular error is hitting many users, Quicken definitely needs to be involved!

NotACPA · January 21

@StevenR The last step at the link I provided is "Contact Quicken Support". That's NOT this forum, we're other users.

Q Support can be contacted via the link at the top of this page.

Boatnmaniac · January 21

Persistent CC-800 issues affecting multiple financial institutions can be an indication of some issue with the file's Cloud Account and/or runtime.dat file. If this is the cause of the issue you are experiencing you might want to try doing the following:

Spending Accounts: Enter and save the Opening Balance transaction dollar amount into the Memo field. Do this for each Spending account (i.e., checking, savings, credit card, etc.). This is not a required step but doing so can be VERY helpful in trouble shooting if account balance issues are encountered….more on this later.
Backup the data file.
Help > Manage You Subscription > Sign in as a different user > follow the prompts and when asked to sign in, again, sign is using your current Quicken ID and PW. This process will refresh the connection with the Cloud Account and your Quicken.com account. If this resolves the CC-800 errors, then you are done. If it does not, proceed to the next steps.
File > Copy or Backup File > Create a copy or template > accept the default file location and name ("Cpy" will be added to the end of the primary data file name) or select a unique name of your choosing for the copied file > Next > Save Copy > open the Copied file. The copied file will be an exact copy of the original file with all of the settings and preferences intact. But all of the Online Services in the copied file will be disconnected and will need to be set up, again (the Online Services in the original file will be unaffected). This process will give the copied file a unique file ID, a unique Cloud Account and a unique runtime.dat file so there is no cross-talk between the original file and the copied file. If this issue is caused by a Cloud Account and/or runtime.dat file corruption that issue will be resolved because of the newly created Cloud Account and runtime.dat file.
Setting up the account download connections: I recommend using Add Account (in the Tools menu) instead of using Set Up Now as it tends to produce more desirable and reliable results. Make sure when prompted to LINK the downloads to the accounts that are already included in Quicken (to avoid having downloaded date going into the wrong account or to prevent Quicken from adding them as new accounts).
If there are account balance issues encountered: Check the Opening Balance transaction dollar amount. If it does not match what was previously entered into the Memo field, correct it to match what is in the Memo field. If this fixes the balance issue, then you are done. If not, proceed to the next step.
To resolve any remaining account balance issues: Scroll backward through the Account Register looking for duplicate transactions. If any are found, delete one of the duplicates while retaining the other. If there are any duplicates they will most likely occur within the last 90 days.

If this resolves the CC-800 error codes issue and you are satisfied with what you see in the copied file, you can use the copied file as your new primary data file going forward.

If it does not resolve the CC-800 error codes or you are not satisfied with what you are seeing in the copied file, you can revert to using the original data file and all will be as it was before you made the copied file.

StevenR · January 21

NotACPA: I realize this is a community forum and not Quicken Support. My last encounter with Quicken Support was not the most pleasant experience. If it comes to it, I'll contact them. But was hoping someone on this forum might have a solution.

Boatnmaniac: In other circumstances, I've used most of the steps you've recommended here, so they're familiar. I'll certainly take the time to absorb & follow those suggestions as time permits over the next few days (or into next week). Thank you for the suggestions. Fingers crossed. :-)

-StevenR

Boatnmaniac · January 21

https://community.quicken.com/discussion/comment/20533689#Comment_20533689

Please be sure to post your results back here. Thanks!

StevenR · January 23

Update:

I used steps 1-3 Boatnmaniac suggested, had a few days of error-free updates, then the CC-800 error popped up on the same two accounts again.

Moving on to step 4, I started getting the message, "You have exceeded the maximum number of datasets. You cannot create a new dataset or continue to perform your current task at this time."

At that point, I DID contacted Quicken Support. Attempts to remove old cloud datasets and get past this message failed because I'm apparently "locked out" by "the Cloud". Twiddling my thumbs during a 30 day wait to be unlocked. Dead in the water until then.

Specific to the CC-800: they suggested it could be the result of my using the same dataset (although with different names, same content) on two different computers. But I'm told that theory, as well as the frequency/prevalence of the error itself, is something they are looking into. Perhaps they can/will provide a fix in the near future.

And after 30 days, we'll see if I can once again use Quicken - on ONLY ONE computer - and not get any errors..

Boatnmaniac · January 23

https://community.quicken.com/discussion/comment/20534039#Comment_20534039

Ah, the feared "you have exceeded the maximum number of datasets" message. I've never experienced that myself but have heard from a few others who have said they encountered it at one time or another. You did the right thing by contacting Quicken Support ( https://www.quicken.com/support/error-you-have-exceeded-maximum-number-datasets/ ) because that's nothing anyone in this Community can assist you with.

BTW, I think that's a good idea to try to keep the data file on a single computer. While sharing between computers can be done it can also introduce issues with the data file and/or the Cloud Account if it is not done correctly. And all it takes is one slip-up to cause some heardaches. I like to think of it as something some people swear by while others swear at. If you have not already done so, you might want to read more about the process in this Support Article: https://www.quicken.com/support/can-i-install-quicken-multiple-computers/ . So, if you can get by with using Quicken on just a single computer you mitigate some potential risks.

I don't understand why it is going to take 30 days….seems like an awfully long time to me. Best of wishes in getting the issue resolved.

StevenR · January 23

Well this is JUST NUTS!!

First, I can somewhat understand the possibility of problems using Quicken on 2 computers as you've described. It was never an issue until the "Cloud" was deemed essential. I never wanted to "sync to the cloud" in the first place, but there is obviously no way of completely turning it off.

Moments ago, I launched a prior QDF that we left on one PC and low-n-behold was able to complete an update. (That didn't happen when I was on the phone with Support.) The CC-800 error occurred and I went through the usual Deactivate & Add Accounts without issue. Another full update completed successfully. Go figure!

I was told the only thing that could extend (or reset) the 30 day lock time period is attempts to restore and/or create new datasets. So, I'm going to uninstall Quicken from the other computer entirely, and will live with the CC-800 for the next 30 days on this one; assuming it continues to occur AND the workaround remains successful.

Will just have to see where I'm at in 30 days. I've marked my calendar to examine the situation @ February 23. (At least I won't have to just sit back and twiddle my thumbs regarding Quicken - I hope.)

BK · January 23

@StevenR , About 6-7 years ago, I got into a viscous cycle of exceeded dataset. I must have contacted support 20 times in a two week period, they would fix it and next day it'd return - very short version. I posted the full version back then. They finally told me to get a new Quicken ID and that's what I did (I paid for it) and one of the Moderators helped transfer my remaining subscription term to my new ID. Since then I do my best to minimize dataset resets and backup restores as they add to the count.

You should not have to wait 30 days - they should be able to resolve it one way or another.

StevenR · January 23

Thanks BK. The ultimate 'resolution' you describe has already crossed my mind. Purchasing a Quicken product under another ID, see if I could negotiate a change to my subscription, or request a refund of that product after 30 days, or something similar. I hope it doesn't come to that, but yeah, it was on my mind.

And I agree with you both - 30 days seems a bit ridiculous for an account lockout. More commonly, 24 hours, two days, maybe a week. But 30 days??

Given my current situation, I'll use what I can for now and wait the 30 days; then make an analysis. It'll be a frustrating wait, but at least I seem to have something to work with for a bit.

How can I completely resolve Error CC*800

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