Issue: CapitalOne card fails to update. Random success and failures.
Quicken 2017, R4, Build 18.104.22.168
Windows 8.1 Enterprise
Connection to Internet: Varied, home, work, etc. Many different methods.
Detailed issue: Have followed all instructions in many threads and help notes.
New CapOne passwords with no <>& characters.
Have deactivated / re-activated the account and deleted 500+ duplicate transactions 4-5 times. this seems to work for a couple days.
Have done the Online Center branding refresh.
Have supervalidated the file. This worked for one update.
This has been going on for many weeks. I get it to work after deactivating/re-activating, then have to delete 500 duplicates from many months back, then it works for 2-3 days and then stops.
Have been asked by the OneStep update to enter a one-time code (2-factor auth). Have had that work successfully a couple times (as in it will let me enter the code and then continues to sync OK).
Tech support had me check for any bad files: File>File Operations>Validate & Repair. Didn't help my situation but I don"t think it can hurt to check for bad files.
I finally resorted to actually deleting the account and adding Cap One as a new account. Success!
Everything has been working fine for the last few logins. Of course the bank will usually load only the past ninety days into Quicken so you might have a problem there. Perhaps archive you current Quicken file or download direct from Capital One. Maybe others with more knowledge of handling a specific account can help out here.
I am using Version:4 Home & Business on a Windows 10 Pro machine.
Hope this helped.
There are two unique but similar entries in Quicken for the credit card downloads from Capital One:
Capital One Card Services, which is the Monthly Statement presence they provide to Quicken. This one has been working without errors.
Capital One Card - Current, which is the "daily" transactions (not just a monthly statement) and this one had been failing unnoticed.
The one that had been failing has now been fixed on the back end, and you should be able to Add or Activate account with this specific selection in Quicken Windows.
If you continue to receive a CC-501 when choosing Capital One Card - Current, a contact to Quicken Support would be required so they can collect your logs to determine the current internal error that is causing this generic "catch-all" error messaging.
If you receive a different error, please follow the in-product instructions or search Quicken.com for a solution to that (different) error message.
I got it working!! I got it working!!
Tamara, thanks for the notes, they were helpful, but still a bit unclear.
I had my account in Quicken deactivated from online services. Before I reconnected, I went to the advanced set-up link and changed the financial institution from "Capital One Card Services" to "Capital One Card - Current".
Then, I input my username and password and started the sync process.
All of my transactions from January 1, 2017 came in so I am cleaning up the matched ones, duplicate ones, and new ones.
I have been able to sync multiple times now with no errors.
I am hoping this change to a different Capital One financial institution was the answer!
My Quicken Account connects to Card Services and downloads transactions every day. It started running fine every day since about two weeks ago.
Also, I don't know what is meant by "failing unnoticed". Unnoticed by who?
Very poor communication. Disappointing.
(1) Updating CapitalOne account individually invariably results in the "How do you want to get your one time code?" screen. Choosing a method to get the code allows the process to proceed, although no code is ever sent to me.
(2) Updating CapitalOne account along with others (One Step Update) usually causes failure for at least one of the other accounts and does not always get all transactions for CapitalOne. Taking CapitalOne out of the One Step Update allows all other updates to proceed normally.
(3) CapitalOne account is linked using Capital One Card Services (the one that supposedly works).
It's not ideal...
This is just horrible software and inexcusable support. I could have manually entered the transactions 3 times in the time I have spent on this. Can anyone get the manual download to work?