One Step Update


K

Ken Blake, MVP

Using Quicken 2014 Deluxe. As a result of recent changes I made I am
now getting two similar (but not exactly the same) errors with One
Step Update:

1. For one Quicken Account, the error is "Your financial institution
has rejected your request."

This is an old credit card account that was closed. I told the CC
company it no longer existed, but I must have done it wrong (or
forgotten to tell Quicken about it). Can someone please tell me what
to do now?

2. For another credit card Quicken Account, the error is "Your
financial institution does not recognize the account XXXXX
(nnnnnnnnnnn)." This is an existing Quicken account, and it had two
credit card numbers associated with it. One of those numbers was for
an account that was long ago closed, and I told the CC company to
delete that card number from the account, but I must have done it
wrong (or forgotten to tell Quicken about it). Can someone please tell
me what to do now?
 
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K

Ken Blake, MVP

Using Quicken 2014 Deluxe. As a result of recent changes I made I am
now getting two similar (but not exactly the same) errors with One
Step Update:

1. For one Quicken Account, the error is "Your financial institution
has rejected your request."

This is an old credit card account that was closed. I told the CC
company it no longer existed, but I must have done it wrong (or
forgotten to tell Quicken about it). Can someone please tell me what
to do now?

2. For another credit card Quicken Account, the error is "Your
financial institution does not recognize the account XXXXX
(nnnnnnnnnnn)." This is an existing Quicken account, and it had two
credit card numbers associated with it. One of those numbers was for
an account that was long ago closed, and I told the CC company to
delete that card number from the account, but I must have done it
wrong (or forgotten to tell Quicken about it). Can someone please tell
me what to do now?

Thinking about number 2 some more, the problem might be that I have
the wrong name for the account in Quicken, not matching what the CC
company has. Can someone tell me how to check what Quicken has and how
to correct it?
 
K

Ken Blake, MVP

I found where to turn off online updating for this old account, and
that problem is fixed. Problem number 2, below, remains, though, and I
would still appreciate help with it. See below for another comment.



Thinking about number 2 some more, the problem might be that I have
the wrong name for the account in Quicken, not matching what the CC
company has. Can someone tell me how to check what Quicken has and how
to correct it?

And I now think that addition I made is wrong. I think it's what I
said originally--it's an account with two credit card numbers
associated with it. One of those numbers was for an account that was
long ago closed.
 
K

Ken Blake, MVP

On Mon, 13 Jan 2014 15:19:18 -0700, "Ken Blake, MVP"


And one more update to this problem.



I continue to get this error message every morning when I do the OSU.
**But** this morning, OSU gave me transactions for the CC account in
question. So the problem is apparently that there are two Quicken
accounts with this CC account, and the error is with one of them. I
need to do some more research.
 
K

Ken Blake, MVP

On Mon, 13 Jan 2014 15:19:18 -0700, "Ken Blake, MVP"


And one more update to this problem.




I continue to get this error message every morning when I do the OSU.
**But** this morning, OSU gave me transactions for the CC account in
question. So the problem is apparently that there are two Quicken
accounts with this CC account, and the error is with one of them. I
need to do some more research.

OK, finding the other account and turning off OSU for it was easy. The
problem is now fixed.
 
R

R. C. White

Hi, Ken.

Congratulations! And thanks for keeping us informed. ;<)

RC
-- --
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken Deluxe 2014 R 5 and Windows Live Mail in Win8.1 x64)


"Ken Blake, MVP" wrote in message

On Mon, 13 Jan 2014 15:19:18 -0700, "Ken Blake, MVP"


And one more update to this problem.




I continue to get this error message every morning when I do the OSU.
**But** this morning, OSU gave me transactions for the CC account in
question. So the problem is apparently that there are two Quicken
accounts with this CC account, and the error is with one of them. I
need to do some more research.

OK, finding the other account and turning off OSU for it was easy. The
problem is now fixed.
 
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