Q2009D won't update an online account

Posted by Bernie Cosell on June 9, 2009, 6:07 pm

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I'm getting a CC-506 error, which Q tells me is

If Quicken is unable to match your downloaded information to a Quicken
account, the account is not updated. To prevent information downloading
to the incorrect account, Quicken doesn't update an account if a match
cannot be made.

The irking part is that *nothing*has*changed*. I've changed nothing in
Quicken and nothing to do with my bank acct has changed. Quicken won't
tell me *what* it was getting [that it can't match] and I have no clue what
to do next. The bank tells me this is some quicken problem and they really
can't help either. There is an online page about this error, but I don't
quite understand what the steps it is asking me to do, in particular, step
2:

1. Log in to your financial institution's Web site.

I've done that, no problem

2. Navigate to the download page and click download to Quicken.

This is the step I don't understand. there *is* a download page but it is
one of those "what statement do you want to download" and it comes in 8
formats. One of the formats is "Quicken Qsomethingsomething". Should I do
a download with that? Which period [last month, month to date or "since
last download]? And is this a thing where after I download it I feed it to
quicken and when they say:

3. Follow the on-screen prompts to update your accounts.
* If the update is successful, open the account in Quicken and
then update your accounts with the Update Now button on the account
Overview or Summary tab.
* If the update is not successful, refresh the online setup
information for the account.

They're talking about *in*quicken* now [NOT on the bank's website]?

thanks!

/bernie

--
Bernie Cosell Fantasy Farm Fibers
bernie@fantasyfarm.com Pearisburg, VA
--> Too many people, too few sheep <--

Posted by Bernie Cosell on June 9, 2009, 7:15 pm

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} I'm getting a CC-506 error, which Q tells me is
}
} If Quicken is unable to match your downloaded information to a Quicken
} account, the account is not updated. To prevent information downloading
} to the incorrect account, Quicken doesn't update an account if a match
} cannot be made.
}
} The irking part is that *nothing*has*changed*. I've changed nothing in
} Quicken and nothing to do with my bank acct has changed. Quicken won't
} tell me *what* it was getting [that it can't match] and I have no clue what
} to do next. ...

Let me just clarify that I've been using this acct online with Quicken with
no problem for several months now. I have a *LOT* of transactions in the
acct. so this isn't a "setup" problem but a bit of a "what got broken".
I'd say "what changed" but I haven't changed anything in quicken land, the
parameters are all correct, and nothing's changed on the bank side.

/b

--
Bernie Cosell Fantasy Farm Fibers
bernie@fantasyfarm.com Pearisburg, VA
--> Too many people, too few sheep <--

Posted by JimH on June 9, 2009, 7:51 pm

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Bernie Cosell wrote:

> } I'm getting a CC-506 error, which Q tells me is

> }

> } If Quicken is unable to match your downloaded information to a Quicken

> } account, the account is not updated. To prevent information downloading

> } to the incorrect account, Quicken doesn't update an account if a match

> } cannot be made.

> }

> } The irking part is that *nothing*has*changed*. I've changed nothing in

> } Quicken and nothing to do with my bank acct has changed. Quicken won't

> } tell me *what* it was getting [that it can't match] and I have no clue what

> } to do next. ...

> Let me just clarify that I've been using this acct online with Quicken with

> no problem for several months now. I have a *LOT* of transactions in the

> acct. so this isn't a "setup" problem but a bit of a "what got broken".

> I'd say "what changed" but I haven't changed anything in quicken land, the

> parameters are all correct, and nothing's changed on the bank side.

> /b

I've seen similar things happen on a number of occasions for various
accounts. The easiest thing to try is to disable online access for the
account in Quicken. It will tell you that you need to call you bank, but
you don't need to do that. Then, enable online access again for the same
account, entering the appropriate account number, and password. That has
fixed it for me every time.

Hope this helps.

Jim

Posted by Bernie Cosell on June 14, 2009, 12:05 pm

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} Bernie Cosell wrote:

} > } If Quicken is unable to match your downloaded information to a Quicken
} > } account, the account is not updated. To prevent information downloading
} > } to the incorrect account, Quicken doesn't update an account if a match
} > } cannot be made.

} I've seen similar things happen on a number of occasions for various
} accounts. The easiest thing to try is to disable online access for the
} account in Quicken.... Then, enable online access again for the same
} account, entering the appropriate account number, and password. That has
} fixed it for me every time.

that did it! disable/reenable and all's well with the account. dunno what
was wrong but thanks for the 'fix'!
/B
--
Bernie Cosell Fantasy Farm Fibers
bernie@fantasyfarm.com Pearisburg, VA
--> Too many people, too few sheep <--