quicken import webconnect

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University of Utah Credit Union updated their website. I have 5 accounts with them. I was able to follow their instructions to re-connect to my online banking for 2 accounts but there is a problem with the remaining accounts. I select Import file, pick the qfx file which I downloaded from the bank from my desktop, select Activate, and then the program asks for my username and password. It then says they are wrong and can't continue. I talked to the bank and they say it is a Quicken issue. Since the first two went correctly, I don't know what the issue is with the rest.
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Posted 2 months ago

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UKR, SuperUser

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1) Have you tried this yet (in case your bank recently changed their website and/or password requirements)?

How to refresh financial institution information (Branding)

https://www.quicken.com/support/how-refresh-financial-institution-information-quicken-windows

If that doesn't resolve the issue:

It's the bank's contractual obligation to notify Quicken Inc. of any changes to their websites and download functions in a timely manner before the change is implemented.

Complain to your bank's management.

Contact Quicken Support via Chat or Phone at https://www.quicken.com/support#contact-support  and report this issue.

2) What is the exact release number for your version of Quicken?
If clicking on Help / About Quicken does not show one of the following you are missing required software updates:
Quicken US version:

- "2014 ... Release R10",  https://www.quicken.com/support/quicken-2014-windows-release-notes-updates-and-mondo-patch
- "2015 ... Release R12",  https://www.quicken.com/support/quicken-2015-windows-release-notes-updates-and-mondo-patch
- "2016 ... Release R11", https://www.quicken.com/support/quicken-2016-windows-release-notes-updates-and-mondo-patch
- "2017 ... Release R6(or higher)", https://www.quicken.com/support/quicken-2017-windows-release-notes-updates-and-mondo-patch

Quicken Canada version:

- 2014 ... Release R4
- 2015 ... Release R4
- 2016 ... Release R3
- 2017 ... not yet available
Quicken Canada users: Do not download the patch or Mondo Patch files in the above links. They apply to Quicken US users only. Instead, scroll down the webpage to the Quicken Canada section and download the file hiding behind a clickable word "here".

Please do this even if you are on the latest release already:
Locate the Mondo Patch file (US) or Canada Mondo patch file applicable to your version of Quicken in the links above.
Download it and save it to disk.
Temporarily disable your Antivirus software for the entire duration of the next step:
Right-click the downloaded patch file. Click "Run as Administrator" to execute the installation program.
This will replace any Quicken software modules with a known consistent release level and, hopefully, eliminate any software corruption or errors during installation as a cause of this issue.

 

Thank you so much UKR. I had some limited success with this, but I am very inept with computers and may have done something wrong. I got some transactions to download, but tonight it is back to square one. Best regards!