(1) BEFORE you call, I recommend doing the following inside Quicken for your TD Bank accounts (all of them): Deactivate Online Banking Services for a Quicken Account. then CLOSE Quicken, wait 1 minute, OPEN Quicken.
(2) The automated system has been removed. (good, as it gave false confirmation of the fix)
(3) Be prepared for 3-5 questions to confirm you identity, including a recent deposit date and amount, and your online TD bank username. Get those answers ready.
(4) You need to know what Quicken Software year you are using, mine was "2016". Find Yours.
(5) CALL 1-877-284-4037. Enter your account number and you will get to a Human. I had zero wait time. My TD Bank Support woman was also very friendly and helpful, hopefully yours is as well.
(6) Answer a few questions about Quicken from TD bank customer support, and while on phone they will tell you to try and connect, go ahead and re-establish online Services for the TD bank account. Use "TD Bank Online Banking - New", add your username, password, and then hit next, it may fail. TD Bank is looking for your failed attempt. Then they will say try again, about 30 seconds later, and them it should go through.
I had zero lag time between when they said it will work and when it connected and Quicken wanted me to Link/Add/Ignore all my accounts to existing Quicken accounts.
It took all of 10 minutes start to finish now that they have removed automated system. If you follow the above steps, I think you will have success.
for those of you that have quicken / TD connectivity restored (should be all of us after you jump through their hoops - their systems are supposedly reconnected now), do you still get the notice message about TD / quicken connectivity not working (not an error, just a box that advises you that it isn't working - important message from TD Bank Online Bankin... TD bank has temporarily suspended....). Even though it seems to be working - I get info about account activity and.....
I was told and seem to be able to do bill pay through quicken now. But it seems buggy / I haven't had enough bills to troubleshoot. Anyone doing billpay? Some things:
You have to enable billpay in quicken - tools, account list, edit for that account
I enter a payment: type send in the check number field, enter the person / company and amount, a screen opens with mailing address / account info.
when you sync with td, send turns to sent.
when that check comes back in, you get a debit with the TD check numbner 995... and that same amount. I guess there's a way to pair up the existing entry with that new downloaded transaction. I just choose accept then delete one of the 2 entries for the same transaction.
I seem to run into problems when I want to pay something like PSE&G or credit card where they would send it electronically rather than mailed check. I create an online payee for PSE&G, enter address then make payment... after synching, I get an error.
Not sure if i have to create the payee on the TD website (as electronic payment) then sync to push that payee to quicken, then choose it to pay?
I have business and personal accounts under online banking. Business accounts through Business direct supposedly always had billpay through business direct. But I got them to link my business account to online banking so a single login to online banking shows me my personal AND business accounts.
Any comments / experience with billpay now?
What is the status of the TD Bank one step update. It's going on a couple months now that I'm not able to use this feature.
When I try to download my TD Bank account information I get : error OL-221-A. I get as far as TD Bank updating my Online Center, but it will not download into the accounts. TD Bank says Quicken must do the rest, Quicken says TD Bank must work on this. So, I am going back and forth getting nowhere. When I report the problem from my Quicken including the log files I get no response. What can I do? Change software? Change banks? I use Quicken Deluxe 2018 on a PC.
My problem is that I can not download any of my register transactions because of CC 501. This says that this is not my fault. This just happened as I've been going along just fine until a week ago. Now every day I just fall further and further behind. I talked with support for two hours to no a end.
Note: This conversation was created from a reply on: Error OL-221-A.
TD BANK PROBLEM!! -- Ever since TDBank updated their website Quicken one step updates doesn't work, error CC-501. I tried updating the bank information (CNTL + SHFT in tools, online center, contact info) as well as updating branding info. I have tried deactivating my accounts and re-setting up however, that does not work either! It tells me NOT to contact the bank that it is a Quicken issue and to try again in a few hours? I am using Quicken 2016 Deluxe. If I manually sign into TD Bank web site and export the data there is no problem importing records into Quicken. I did also contact TD bank and they show no issues on their end? HELP? Thanks, Susan
I just spent the entire day doing what Sherlock has suggested, over and over and over, and I still get the same response, to try again later. Now none of my TD Bank accounts are connected and I'm right back where I started, except for all the accounts being unlinked.
Note: This conversation was created from a reply on: TD BANK PROBLEM!! -- HELP -- PLEASE!!.
Call the TD Bank help line 1-888-751-9000. They will enable your Quicken access on their end and then you can download your transactions. Won't work until you call them.
Just went thru this two days ago. I still get the warning messages but now the transactions download.
Note: This conversation was created from a reply on: TD BANK PROBLEM!! -- HELP -- PLEASE!!.
Thanks for your patience during our recent security upgrade. We'd like to help you get your Direct Connect (automated) access from TD Bank to Quicken and QuickBooks desktop applications back up and running today.
To get started, just call us at 1-877-284-4037 — we're happy to give you a hand. Here are a few things you can do to make the call go smoothly.
Be in front of your computer and ready to log in to your Quicken or QuickBooks desktop application
Check which version of Quicken or QuickBooks you use and have that information available (Here's how)
Have your TD Bank Online Banking user name and password handy
To get a head start, refresh your TD Bank accounts in Quicken or QuickBooks by following these steps (if you'd prefer, we can help you do this over the phone)
Please note: Wait times may be longer than usual when you call, but know that we're working as quickly as we can to help restore your access.
I called the 877-284-4037 number and that's a TD number for quicken customer service supposedly. They gave me a tech support number of 800-493-7562 that I didn't get to call yet.
1) I am having - although I can connect fine to TD for bank transactions, I still get the window saying 'important message from TD Bank... TH Bank has temporarily suspended automated access from TD to this app....
Talking to the CS rep, she said I need to change my username (log into tdbank.com then poke around to find where to find username. That'll force that message to go away. Haven't tried it yet.
2) Billpay from Quicken using TD bank - it is back (supposedly removed back in 2013). I WAS able to enter an item into quicken in my td account - send for the check number, enter my name and it asks for an address. I put in $1 for the check, sync quicken and TD and
a) can go into billpay on the td website and see me as a merchant
b) see that I'm getting a check for $1 in a few days
c) the check does show up.
But most any business, I can't get that working. I deleted merchants, synced with quicken, went into tools, online payee list and cleared those, then started rebuilding the list as checks come in.
I keep bad notes, but trying to set up the merchants in quicken doesn't seem to work (I get OL-301A errors when trying to pay them.).
this customer service rep suggested setting up the payees on the TD website, syncing quicken to push the payees to quicken, then choose them to pay them. 'cause the bigger companies, they want to ACH the money to them and giving them the address from within quicken confuses them?
I haven't tried that either yet...
If you have CC-501 errors: Dont even bother to call TD bank, as you MUST deal with this Quicken problem FIRST. I have outlined and linked to the exact fix for this problem in above replies, and it works for most people. Take your time, go step by step, and fix All your CC501 errors (for all banks & accounts). This one has nothing to do with TD bank, and any mention on CC501 errors are sort of muddying the waters.
Until you are free and clear on all CC501, calling TD bank to re-activate your connection for Quicken is just a big waste of time and massive source of frustration.
From my perspective, people are conflating these two issues. CC501 haunted me for like 6 months, even I was at the point of breaking as I had it on so many accounts its not funny. But there is a fix for this issue, try it, have faith, and once you can do updates for all accounts with no CC501 errors, then and only then, should you try and fix your TD bank connection.
Who is using billpay through quicken to TD? NOT the billpay that quicken offers and you'd pay extra to use. I'm talking of entering IN QUICKEN / QUICKBOOKS a transaction (enable billpay for the TD account and then you can type 'send' rather than check number in that column in the check register), then doing 1 step update, then you'll see the payee and check in TDs billpay website and them getting paid by TD?
Does it work for you? For all merchants? YES billpay IS being offered now (although some TD reps do / don't know that).
We can pay landscapers, local vendors, etc where a check is mailed. BUT get errors when trying to pay a bank / utility. I think that's because in quicken, you'd give the address to mail the check to AmEx, but when quicken talks to TD about this new payee, TD doesn't want to accept it because they would electronically pay it....quicken giving TD the address you typed confuses it.
I called TD and after getting to people that know that billpay is back for online banking, they say my theory why I have a problem on some payees is good, but they have no clue who to go to for that.
My work around: Mangle the name you want to pay a bit when you type it into quicken so that TD doesn't recognize the payee as one it wants to electronically pay. They'll mail out a check and maybe if enough of us does that and they see their postage costs go up, THEN they'll look into it.
Like typing Jerzy Central PL rather than JCP&L
PS Elect Gas rather than PSE&G
Those have been working for me and not so far off the correct name that the payee doesn't want / can't deposit the check.
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