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Subject Author Date
Can't perform electronic transfer PSMSR 12-23-2007
Posted by PSMSR on December 24, 2007, 5:12 pm
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 John,

Sorry, I misunderstood the meaning of your comment on information.

The transfer is being created in the checking register, using a OXFR type
transaction (where "Num" is), made payable to the credit union, with the
category as the credit card account. Quicken attempts to make this
transaction, and this has worked before, with the same credit union. The
transfer shows up in the credit card register as well, as a credit or
payment to the account. The FI may have changed their rules or permissions,
which I will check on Wednesday.

I am not using on-line Bill pay. Have not tried it.

The error message reads. "Your financial institution cannot recognize the
account Checking (xxxxxx-xxx). To continue, review the account information:
in the Account Bar list, right-click this account name and choose Edit
Account. Compare with information provided by your financial institution
and make any necessary changes. If you have changed any information,
connect to your financial institution again (Online menu > One Step Update).
If you have not changed information, contact your financial institution.
[OL-307-A]"

Thank you.

- Phil



> PSMSR wrote:
>> The accounts were setup via Quicken's wizard, so if any information
>> was left out, it was Quicken's failure to ask for it.
>
> Sorry, I wasn't clear.
>
> I meant you left out important information in your post ... about what
> your fi allowed you to do and how you were going about it.
>
>> All data
>> fields regarding the account are populated with data. I don't know
>> what other important information I could provide, nor where else in
>> Quicken to key it in.
>
> How exactly are you attempting to create the transfer?
>
>> I will check with the FI to see if they permit
>> transfers through Quicken.
>
> Is your Quicken account setup for online billpay (that is different from
> downloading transactions ... it requires the ability to upload
> instructions, which the financial institution must support).
>
>> They used to, as I used an earlier
>> version of Quicken this way some time ago. Additionally, the FI does
>> permit transfers at their website. The transfer in questions is from
>> a checking account to a credit card, at the SAME FI institution. If
>> I need to adjust some setting, I'd like to know what it is.
>
> If there is a number that goes along with the error message, that might be
> useful. Also an exact quote of the message could help.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



Posted by John Pollard on December 24, 2007, 5:30 pm
Please log in for more thread options
 PSMSR wrote:
> John,
>
> Sorry, I misunderstood the meaning of your comment on
> information.
>
> The transfer is being created in the checking register, using
> a OXFR
> type transaction (where "Num" is), made payable to the credit
> union,
> with the category as the credit card account. Quicken
> attempts to
> make this transaction, and this has worked before, with the
> same
> credit union. The transfer shows up in the credit card
> register as
> well, as a credit or payment to the account. The FI may have
> changed
> their rules or permissions, which I will check on Wednesday.
>
> I am not using on-line Bill pay. Have not tried it.
>
> The error message reads. "Your financial institution cannot
> recognize the account Checking (xxxxxx-xxx). To continue,
> review the
> account information: in the Account Bar list, right-click this
> account name and choose Edit Account. Compare with
> information
> provided by your financial institution and make any necessary
> changes. If you have changed any information, connect to your
> financial institution again (Online menu > One Step Update).
> If you
> have not changed information, contact your financial
> institution.
> [OL-307-A]"

The good news is it's now much clearer what you are trying to do
and how you are doing it: it seems like what you're doing should
work ... as long as the fi permits it.

The bad news is I don't have any idea what the problem is.

Usually if you have an error number, you can look it up at the
Intuit support site ... but there's nothing for OL-307. And
nothing I could find using keywords from the error message
either.

You could try deactivating the account for downloading (and
re-Activating, if you're doing Direct Downloads), then trying
your download again. Backup first.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by PSMSR on December 24, 2007, 8:42 pm
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Well, I tried another transfer to no avail, so deactivated and reactivated
the checking account. Then tried the transfer again. Now, I can't even
download any transactions, for ANY account. The checking, savings, credit
card, and car loan (all the accounts) are all met with the error message
stating. "Your financial institution rejected your request", or something
similar. The error message is OK-301-A. Also, it looks like Quicken will
download transactions as far back as the FI permits. Any way for this not
to happen. I don't want all that old stuff.

- Phil

> PSMSR wrote:
>> John,
>>
>> Sorry, I misunderstood the meaning of your comment on information.
>>
>> The transfer is being created in the checking register, using a OXFR
>> type transaction (where "Num" is), made payable to the credit union,
>> with the category as the credit card account. Quicken attempts to
>> make this transaction, and this has worked before, with the same
>> credit union. The transfer shows up in the credit card register as
>> well, as a credit or payment to the account. The FI may have changed
>> their rules or permissions, which I will check on Wednesday.
>>
>> I am not using on-line Bill pay. Have not tried it.
>>
>> The error message reads. "Your financial institution cannot
>> recognize the account Checking (xxxxxx-xxx). To continue, review the
>> account information: in the Account Bar list, right-click this
>> account name and choose Edit Account. Compare with information
>> provided by your financial institution and make any necessary
>> changes. If you have changed any information, connect to your
>> financial institution again (Online menu > One Step Update). If you
>> have not changed information, contact your financial institution.
>> [OL-307-A]"
>
> The good news is it's now much clearer what you are trying to do and how
> you are doing it: it seems like what you're doing should work ... as long
> as the fi permits it.
>
> The bad news is I don't have any idea what the problem is.
>
> Usually if you have an error number, you can look it up at the Intuit
> support site ... but there's nothing for OL-307. And nothing I could find
> using keywords from the error message either.
>
> You could try deactivating the account for downloading (and re-Activating,
> if you're doing Direct Downloads), then trying your download again.
> Backup first.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>



Posted by PSMSR on December 24, 2007, 8:50 pm
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Got accounts working since last message, but still no transfer possible. -
Phil

> Well, I tried another transfer to no avail, so deactivated and reactivated
> the checking account. Then tried the transfer again. Now, I can't even
> download any transactions, for ANY account. The checking, savings, credit
> card, and car loan (all the accounts) are all met with the error message
> stating. "Your financial institution rejected your request", or something
> similar. The error message is OK-301-A. Also, it looks like Quicken will
> download transactions as far back as the FI permits. Any way for this not
> to happen. I don't want all that old stuff.
>
> - Phil
>
>> PSMSR wrote:
>>> John,
>>>
>>> Sorry, I misunderstood the meaning of your comment on information.
>>>
>>> The transfer is being created in the checking register, using a OXFR
>>> type transaction (where "Num" is), made payable to the credit union,
>>> with the category as the credit card account. Quicken attempts to
>>> make this transaction, and this has worked before, with the same
>>> credit union. The transfer shows up in the credit card register as
>>> well, as a credit or payment to the account. The FI may have changed
>>> their rules or permissions, which I will check on Wednesday.
>>>
>>> I am not using on-line Bill pay. Have not tried it.
>>>
>>> The error message reads. "Your financial institution cannot
>>> recognize the account Checking (xxxxxx-xxx). To continue, review the
>>> account information: in the Account Bar list, right-click this
>>> account name and choose Edit Account. Compare with information
>>> provided by your financial institution and make any necessary
>>> changes. If you have changed any information, connect to your
>>> financial institution again (Online menu > One Step Update). If you
>>> have not changed information, contact your financial institution.
>>> [OL-307-A]"
>>
>> The good news is it's now much clearer what you are trying to do and how
>> you are doing it: it seems like what you're doing should work ... as long
>> as the fi permits it.
>>
>> The bad news is I don't have any idea what the problem is.
>>
>> Usually if you have an error number, you can look it up at the Intuit
>> support site ... but there's nothing for OL-307. And nothing I could
>> find using keywords from the error message either.
>>
>> You could try deactivating the account for downloading (and
>> re-Activating, if you're doing Direct Downloads), then trying your
>> download again. Backup first.
>>
>> --
>> John Pollard
>> First initial underscore Last name at mchsi dot com
>> Please reply to newsgroup
>>
>
>



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