Actions Windows Desktop Users Can Take to Remedy Connection Errors and Password Change Issues

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         Actions Windows Desktop Users Can Take to Remedy Connection Errors

(Step 5 can sometimes resolve password change issues when changing passwords using Password Vault is unsuccessful. Note that using the special characters &, < or > in passwords may cause connection errors with EWC accounts.) The Mondo Patch in Step 8 can resolve minor software installation or revision update errors.

  1. If error # was displayed click this link to the Quicken Knowledge Base for advice on specific errors. If your error is not listed enter it in the Search Bar on the link page
  2. In the account register of the account having the problem, click the Account Actions "gear" icon top right and select "Update Now" (If the Downloaded Transactions tab is not minimized, press the "Done" button first). This uses a slightly different method than OSU and can kick-start the process particularly if security questions are the source of the problem.

  3. Skip this step; it’s currently broken. Reset in Tools>Account List>Edit>Online Services tab for the account(s) having problems.

  4. If still having connection issues try a deactivate/reactivate cycle for online services.

    1. In Tools>Account List>Edit>Online Services tab, Deactivate Online Services for the problem financial institution.

    2. Note that all accounts using the same username/pw combo at a financial institution, including any hidden accounts, need to be deactivated before reactivating.

    3. Then setup/reactivate one of the accounts and as you go thru the setup process, Quicken will identify all accounts it can download.

    4. Be sure to choose LINK (NOT Add) to existing accounts and to CAREFULLY MATCH the accounts to each other. Choose Ignore for any accounts you do not want to download.

  5. In some cases a deactivate/reactivate cycle does not work but the Add Account process does restore connections.

    1. In Tools>Account List>Edit>Online Services tab, Deactivate Online Services for the problem financial institution.

    2. Note that all accounts using the same username/pw combo at a financial institution, including any hidden accounts, need to be deactivated before reactivating.

    3. Then use Tools>Add Account to reactivate the accounts. As you go thru the setup process, Quicken will identify all accounts it can download.

    4. Be sure to choose LINK (NOT Add) to existing accounts and to CAREFULLY MATCH the accounts to each other. Choose Ignore for any accounts you do not want to download.

  6. General Connectivity Troubleshooting Advice from Quicken Knowledge Base

    1. If you get an error notice like "can't connect to the internet" or "it's not your fault", using Control Panel>Internet Options, reset Internet Explorer Security, Privacy and Advanced tab settings to their defaults.  Quicken uses IE settings for internet connections regardless of your choice of default browser.

    2. If One Step Update is hanging or seeming to do nothing, your Intuit Profile may need to be reset. Go to Edit>Preferences>Intuit ID, Mobile & Alerts, In the Intuit Profile box, click the “Sign in as a different User” link and re-enter your existing Intuit ID credentials. If you have Mobile & Alerts services set up in the box below Intuit Profile, you may also have to reset those.

  7. Learn how to Refresh Financial Institution Information in Quicken and Resolve Direct Connect Issues via this Knowledge Base Article- Search your hard drive for the file "fidir.txt". If it is more than a couple of days old, you can force an update clicking Tools>Add Account>Checking>Cancel.

  8. Quicken Knowledge Base Online Troubleshooting Guide- Provides additional troubleshooting tips and links to the most recent updates to the software including the Mondo Patch Update.

  9. Contact Quicken Live Support via this link. - If you have followed the steps above and are still experiencing a connection issue, contact Live Support. If your issue concerns inaccurate online balances or failure to download posted transactions with an Express Web Connect (EWC) institution, only the EWC Scripts team can resolve your issue. Live Support will not be able to resolve your issue but you must contact them to have your issue escalated to the scripts team for resolution.


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markus1957, SuperUser

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Posted 2 years ago

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