Issues with connecting to First Technology Credit Union

vmrao
vmrao Quicken Windows Subscription Member
edited February 26 in Download, Add/Update Accounts (Windows)

Hi,

I have been using Quicken to download transactions from 2 checking accounts at First Tech. Recently I had to reactivate the connection because there was some issue. When I reactivate the connection, it does not show the 2 existing checking accounts in my Quicken Account. Any help to resolve this is appreciated.


Thanks

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Answers

  • vmrao
    vmrao Quicken Windows Subscription Member

    I am using the latest Quicken Desktop for Windows on a Windows 11 PC

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @vmrao,

    Thanks for reaching out to tell us about this issue!

    To better assist you, could you please provide the following details?

    • Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
      • Please provide the exact file path as shown in the example below. image.png
    • Have you attempted any troubleshooting steps so far? If so, what were they?
    • Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
    • Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?
    • When did this issue first start occurring?
    • Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?
    • When you attempt to reactivate the connection, are you doing so via;
      • Online Services tab > Set up now…, or image.png
      • Tools > Add Account image.png

    Your answers will help us diagnose the issue more effectively.

    Looking forward to your response!

    -Quicken Anja
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