We have temporarily suspended automated access from TD Bank to the Quicken® and QuickBooks® desktop applications Jason Thacker , EVP

  • 0
  • 15
  • Problem
  • Updated 4 months ago
  • Solved
 Dear Gerald, We're making security upgrades and have temporarily suspended automated access from TD Bank to the Quicken® and QuickBooks® desktop applications. Have questions? Check out our FAQs. We'll keep you posted on our progress to get TD Bank's connection to the automated access service back up and running over the next few weeks after our upgrades are completed. Learn more Thanks, Jason Thacker EVP, Head of Consumer Deposits, Products and Payments
Photo of Gerry Kelley

Gerry Kelley

  • 274 Points 250 badge 2x thumb

Posted 7 months ago

  • 0
  • 15
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
I didn't have an option for an automated system, went direct to tech support from customer service.  This is my fourth time calling TD and I just hung up with Quicken.  I am still unable to connect.   Quicken advised they can't connect to the TD Server with no ETA.  Which obviously is not true since you all were able to connect.  I've just about had it with this and if this last rep I am still on with can't fix it, I will have to move my accounts to Chase.
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
Are you sure you called this number 1-877-284-4037? Basically you authenticate by giving them your checking account number and the last 4 of your Social and possibly a phone pin. You select the appropriate phone options and then you select whether you're on the Windows or Mac version and also what year your software is. When that was done I then called back again and spoke to a human, as I still wasn't able to connect after waiting for 20 minutes. perhaps they have since removed the automated phone system to re-establish the Quicken connection, as the person I spoke to admitted it was causing confusion. Good luck, hang in there.
Photo of sjmsing

sjmsing

  • 440 Points 250 badge 2x thumb
I too called this number and based on the posts here expected the auto system but was immediately transfer by the rep to a Tech queue and after 20 minutes hung up.
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
That's the number.  I've called four times since they announced it was "fixed"  with no success.  I keep trying an update just in case, in spite of themselves, they fix it.  Today's error said no transactions to review and shows my last update as 6/2015.
Photo of jaanthud

jaanthud

  • 312 Points 250 badge 2x thumb
This is so obviously a Quicken problem across multiple financial institutions that Quicken must address. It's happening to so many of us and why we have to rely on fellow Quicken users to help us try and debug the problem is bad business. I have the same problem across multiple data files and multiple financial institutions. And the fixes offered by kind users work for some of the group, but not at all for others of us. Telling us not to contact the FI, and it's not our problem, and try again in a few days is not good software support. It's the worst! Good luck with finding a solution. Perhaps you'll be one of the lucky ones.
Photo of Adam

Adam

  • 324 Points 250 badge 2x thumb
I'm using Quicken for Mac 2018. I called TD and waited on hold for 15 minutes to get a CSR, then again for 5 minutes or so for "tech support". The tech support rep. was able to resolve the issue, apparently just by enabling my account. I have no idea why TD makes us go through this process. It's time-consuming for us and for them.
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
TD told me my connection is fine. LOL
Photo of jaanthud

jaanthud

  • 312 Points 250 badge 2x thumb
I followed all the instructions and I can't connect, so you're not alone!
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
I called this morning 6/27/2018 to re-connect my wife's accounts.  Here are the latest details:

(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.

Good luck.
Photo of Bill

Bill

  • 152 Points 100 badge 2x thumb
It is good to hear that some are able to connect.  I did get through to a helpful customer service person, but she could not even get through to the tech support people.  I was told that when a solution is available for my account, I would receive a secure email message.  Apparently, there are many people with the same issue.  I was grateful to get a straight answer for a change from TD Bank.  This does not appear to be a Quicken problem.
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 291,152 Points 100k badge 2x thumb
It is not. As has been pointed out several times above, this is strictly a TD Bank issue. And all the documentation above proves that.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of jaanthud

jaanthud

  • 312 Points 250 badge 2x thumb
It is not only a TD Bank problem. It is happening with Capital One and Barclay's. This is so obviously a Quicken problem across multiple financial institutions that Quicken must address. It's happening to so many of us and why we have to rely on fellow Quicken users to help us try and debug the problem is bad business. I have the same problem across multiple data files and multiple financial institutions. And the fixes offered by kind users work for some of the group, but not at all for others of us. Telling us not to contact the FI, and it's not our problem, and try again in a few days is not good software support. It's the worst! Good luck with finding a solution. Perhaps you'll be one of the lucky ones.
Photo of jacobs

jacobs, SuperUser

  • 102,494 Points 100k badge 2x thumb
@jaanthud: I'm in no way suggesting that the experience isn't frustrating, but I think it's important to understand that in many (most?) cases, there are separate issues and problems. There is not a single, broad, general connectivity problem. Quicken supports 14,000+ financial institutions that a are constantly making changes, and it's a tough battle to keep up. Often, Quicken doesn't know a bank has changed something in its login or security process until users start reporting something isn't working. The TD Bank problem is an issue at TD Bank's end, which requires user to go through a process with them to get re-enabled. Capital One is connecting via a newly-released connection method that seems to be working well for most. That doesn't make it any easier if you are experiencing connectivity problems, of course. But understanding that your problem with a particular financial institution might be different than someone else posting on this site can help you focus on pursuing a solution to your individual problem with Quicken Support and/or the financial institution. It's certainly not an optimal system.
Photo of Mike Renna

Mike Renna

  • 384 Points 250 badge 2x thumb
Not sure if I am going to ruin it for myself / open floodgates, but 2 questions:

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?
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
My connection is working and has not prompting me with any additional dialog boxes about that connection issues. but I will say before I have the issue fixed I was getting in about 15 times every time I ran the update, do to having multiple accounts and also checking my wife's accounts and my kids accounts. I would get the notice Both before I checked in after I checked, and this went on for about a month. Needless to say it was incredibly frustrating. That problem is Quicken and not TD Bank. (of course the original connection problem "security upgrade" is TD Bank's fault). I have been fixed for about a week now I think, and I've not seen that dialog box since. keep in mind I totally deactivated my online access on all my TD bank accounts before I reconnected them, so if you are still seeing that message I would recommend doing the full deactivate close Quicken, and then reconnect them.
(Edited)
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of jaanthud

jaanthud

  • 160 Points 100 badge 2x thumb
I don't use billpay. but TDBank hasn't let me download anything since the middle of May.
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of Ken

Ken

  • 132 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled What is the status of the TD Bank one step update. It's going on a couple months ....

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.
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
see previous replies in this merged thread. Some people like myself have gotten it working following the detailed steps I have listed. Other people apparently have not got it working even following these steps. It seems as if TD Bank is doing the fixes for people in batches of 50, 000. I don't know if I was just lucky to be in an early batch, or perhaps the location I am located in was chosen first. It can't hurt to call and at least attempt to get it fixed immediately.
(Edited)
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of Frank Werny

Frank Werny

  • 92 Points 75 badge 2x thumb
This reply was created from a merged topic originally titled Error OL-221-A.

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.
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of William Celli

William Celli

  • 116 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled TD Bank Errors.

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.
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
I have had this cc501 are on and off for years. Recently a had it on about 100% of my accounts, which is quite a few. This is separate from the TD Bank problems. I have searched for years to find a permanent solution to this problem, and the best solution and the one that I used recently to fix all of my accounts, is located here in the top post. keep in mind if you have a lot of accounts this will take a long time to deactivate each one.
Trust me it will be worth it if all your accounts clear their cc 501 errors. just use the information in the top post and ignore the stuff and all the replies.
it's a rinse and repeat type situation or you do it until every single one of you are Express connect account is deactivated.
https://getsatisfaction.com/quickenco...

" Tools > Online Center feature "Reset CC Credentials" which was accessed from a button on the pop-up that displayed after Shift+Ctrl and click the Update/SEND button. All accounts that used Express Web Connect had to have the online services deactivated to do this. After that Reset CC Credentials was done, I was able to set up online services for all the accounts again and download transactions successfully. "

in my case I had to do the Ctrl + shift update send thing like 20 times, each time it told me a new Express connect account to deactivate. I know this is going to seem crazy but have faith as it fixed all of my problems.
(Edited)
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled TD BANK PROBLEM!! -- HELP -- PLEASE!!.

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
Photo of jaanthud

jaanthud

  • 312 Points 250 badge 2x thumb
This reply was created from a merged topic originally titled TD Bank.

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!!.
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to Steve's comments below and the number provided to call!! Thanks
Photo of Steve Fleckenstein

Steve Fleckenstein

  • 152 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled TD Bank Issues.

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!!.
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue were fixed thanks to your comments and the number provided to call!! Thanks!
Photo of jaanthud

jaanthud

  • 312 Points 250 badge 2x thumb
Two issues here. I just called TDBank and while I was on hold a message said that after the new security they put in place your password has to be longer than 7 places, letters and numbers. That, and with the help of the TDBank, I am finally able to update. The only problem, it's downloading future automatic payments as well as the past ones...
Photo of Bill

Bill

  • 152 Points 100 badge 2x thumb
Thank you!  That might be the key to my problem.  I got an email from TD Bank marketing yesterday thanking me for my patience.  I called and was still unable to connect.  Finally the support person suggested that I call Intuit.  I know it is not Intuit's problem.  Big problems with TD Bank.
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
TD Bank lost me as a customer over this.  I was with my branch since 1987.  No customer service lately.  I tried everything posted here and couldn't deal with the incompetence when I called to get their help, quicken was no help either.  I have a few months to dump them too.
Photo of jacobs

jacobs, SuperUser

  • 102,494 Points 100k badge 2x thumb
In this case, Quicken can't help you; it's a TD Bank issue.
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
Unfortunately, TD says it's Quicken and Quicken says it's TD.  A Quicken supervisor told me that TD won't allow Quicken to connect to the TD server.  He was pretty obnoxious and not helpful at all, wasn't interested in assisting with any troubleshooting.  Clearly they can connect to the server as several others have had success.  Everything on my account on the TD side, per the TD rep says my accounts are connected.  I called TD one last time last night hoping for the best, but alas, was unsuccessful again.
Photo of Michael Barnathan

Michael Barnathan

  • 60 Points
The box that pops up specifically states that TD has disabled access to Quicken, and you need to call TD to reactivate. TD wrote that error message, not Quicken. Their server isn't down; they're denying access to everyone and reenabling it one account at a time over the phone.

It's a TD issue.
(Edited)
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
TD was seeing me connecting.  I have since deactivated my accounts in quicken and can't reconnect at all.
Photo of jaanthud

jaanthud

  • 160 Points 100 badge 2x thumb
Once you're all deactivated and made a copy of the data file, open the copy and call TDBank to walk through the fix for the issues for you. they were able to help me. My other FI accounts still don't work, but at least the TDBank issue is fixed.
While your comment is well intentioned it begs the question as to why we have to go through the drill in the first place. Why weren't TD Bank and Quicken able to craft a more customer friendly transition?? In my particular case I contacted TD Bank and I now have access to my TD accounts. BUT the instant I open my vault to update all my accounts the TD pop ups appear often three times in a row. That is simply unacceptable and there is no reason that TD or Quicken should make this my problem. They own this issue and they should fix it.
Photo of jaanthud

jaanthud

  • 160 Points 100 badge 2x thumb
Hey, I feel your pain. So many of us have spent hundreds of hours trying to fix it ourselves before ending up in the community help section. My problems started after I downloaded 2018, and calls to both TDBank and Quicken told me it wasn't their problem, to call the other. It is beyond me why Quicken didn't coordinate all this before releasing any updates. We're all pissed as hell and we're not going to take it anymore!
Photo of Susan Reeves

Susan Reeves

  • 152 Points 100 badge 2x thumb
My issue with the TD Bank download is corrected due to I believe the gentleman's name was Steve in the comments above in which he gave a phone number to call. I called the number was transferred to the business department even though it wasn't business and the young lady had to enable something on all of my accounts and my devices that I wanted approved and while I was on the phone with her she had me start the download to see if it would go through and it did! I would highly recommend looking through the comments and finding that phone number and calling! She said I shouldn't have been transferred to the business department it should have been technical support however I told her that is what I had told the previous lady that it was not business it was personal and she said it handled all of the Quicken issues therefore the representative in business told me she was very sorry and that was incorrect however she would help fix the problem for me! She did and I'm now happy camper! Thank you Steve!
Photo of Steve Fleckenstein

Steve Fleckenstein

  • 152 Points 100 badge 2x thumb
Official Response
I found a more direct phone number for staff handling TDBank's Quicken issues:
 

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.


http://www.tdbank.com/securityupgrade/

Photo of Mike Renna

Mike Renna

  • 384 Points 250 badge 2x thumb
Some comments:

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.

2 issues

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...
Photo of Mary

Mary

  • 346 Points 250 badge 2x thumb
I have deleted all of my TD Bank accounts and I am STILL getting that  pop-up: Important Message from TD Bank....  how do I eliminate this message or get it to go away???
Photo of jacobs

jacobs, SuperUser

  • 102,494 Points 100k badge 2x thumb
Did you follow the procedure to contact TD Bank support while logged into your account, so they can re-enable you? Nothing you can do yourself in Quicken will re-enable your TD Bank access.
Photo of Mary

Mary

  • 346 Points 250 badge 2x thumb
No because I didn't feel like taking the time.  I have a small balance there and didn't really care so I just deleted the accounts.    So now no accounts in my file but still getting the popup over and over and over again!  So annoying!
Photo of Mary

Mary

  • 346 Points 250 badge 2x thumb
I think I found the problem   I had a hidden TD Bank account.   I deleted that too and updated and it seems to have fixed the issue.   
Photo of Matt Berry

Matt Berry

  • 170 Points 100 badge 2x thumb
For the people getting frustrated about this issue.  I need to reiterate, there are 2 distinct problems here.    

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.  
Photo of Bill

Bill

  • 152 Points 100 badge 2x thumb
What about the OL-221-A error in Quicken.  TD Bank tech support seems baffled.  They do not seem to have a solution, at least for me.
Photo of John Rocke

John Rocke

  • 444 Points 250 badge 2x thumb
My downloads are working again after I called but it has been WEEKS now and I still get at least 7-10 pop-ups before downloading warning me about the "freeze".  How do I get the pop-ups to stop???
Photo of smayer97 (QM2007, CDN user since '92)

smayer97 (QM2007, CDN user since '92), SuperUser

  • 291,152 Points 100k badge 2x thumb
Have you checked for any hidden TD accounts in your data file (often forgotten and overlooked)? If there are any, you need to correct those also.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Photo of John Rocke

John Rocke

  • 444 Points 250 badge 2x thumb
Yes. I corrected all of them when I called TD to re-enable access after the security change.
Photo of John Rocke

John Rocke

  • 444 Points 250 badge 2x thumb
The warnings pop-up before the downloads even start.  As soon as I press enter after entering my vault password the warnings pop up multiple times.
Photo of tom

tom

  • 660 Points 500 badge 2x thumb
Pop ups are still holding up update.  Problem was solved by tdbank FOUR weeks ago, so when are the pop-ups going to be removed????
Photo of Mike Renna

Mike Renna

  • 384 Points 250 badge 2x thumb
tom: +++++++  Sooooo true!!!  Bu since something as simple as this is taking weeks to resolve, my issue isn't going to get fixed any time soon:

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. 
Photo of tom

tom

  • 660 Points 500 badge 2x thumb
TDbank said today that the security issue was fixed 4 weeks ago and quicken needs to stop the popup. On Friday Quicken said the problem wasn't fixed and they would continue popup until the problem was fixed by TDbank.   Would love to be a fly on the wall at Quicken to see the chaos there that is creating this amount of miscommunication between quicken departments. For now how can you trust anything they say? Are they circling the drain??  
Photo of sjmsing

sjmsing

  • 440 Points 250 badge 2x thumb
I created a separate question about the continuing popups. Quicken has posted several possible solutions which have not worked for me to date. You can find that thread here: https://getsatisfaction.com/quickencommunity/topics/td-bank-popups-continue-after-download-problem-i...
Photo of Maria Constant

Maria Constant

  • 120 Points 100 badge 2x thumb
Finally got an email from TD that they "fixed" their issue with Quicken and was able to finally download my transactions.  Unfortunately for them, I already moved all but one account to Chase.

This conversation is no longer open for comments or replies.