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Subject Author Date
Wachovia Software Changes - Implementing in Quicken Les 05-15-2006
Posted by Arnie Goetchius on May 16, 2006, 2:13 pm
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 It turns out that I already had upgraded at some previous date. The
problem I had was from converting from zWachovia to xWachovia. When I
called this morning, they said I was already running the latest software
and all I had to do was change xwachovia back to zwachovia. Once I did
that, everything worked fine. You may want to call Wachovia at
800-654-1276 and ask them with or not you need to upgrade.

Les wrote:
> Sorry to hear you are having problems. I do not plan on giving it a try
> until Sat., which would be the first time I have. Good luck in future;
> hopefully their tech support fixes their problems.
>
>
>> Les wrote:
>>> The Wachovia Bank just implemented hopefully improvements to their web
>>> site. It will require users of Quicken who download transactions from
>>> within Quicken to make several changes. The specifics are on the
>>> Wachovia / software web site. These appareantly must be made before you
>>> can download again.
>>>
>>> Has anyone done these as yet? Any problems?
>> I have been struggling with this all day. Based on the "Quicken Personal
>> Finance Software 2006 For Windows - Wachovia Bank BillPay Conversion
>> Guide" that I dl'd from Wachovia, I did the following steps:
>>
>> 1. Deleted all pending payments
>> 2. Deleted all repeating payments
>> 3. Deactivate
>> a. Transaction Download
>> b. Online Payment
>>
>> 4. Back-up
>> 5. Select xWachovia as bank name
>> 6. Activate
>> a. Transaction Download
>> b. Online Payment
>> 7. Add back pending and repeating payments.
>>
>> I can not get through step 6 which involves re-activating the transaction
>> download and online payment. I keep getting a system error - 2000. When I
>> call Wachovia, they tell me there are some system problems that they are
>> workingon.
>>
>> This procedure has to be run on or after 5/15 and but not later than 7/15.
>> I would wait a few days (weeks) while Wachovia gets their system problems
>> fixed.
>>
>> I'll report back here when I successfully reactivate.
>>
>>
>
>

Posted by Porter Smith on May 16, 2006, 2:33 pm
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> It turns out that I already had upgraded at some previous date. The
> problem I had was from converting from zWachovia to xWachovia. When I
> called this morning, they said I was already running the latest
> software and all I had to do was change xwachovia back to zwachovia.
> Once I did that, everything worked fine. You may want to call Wachovia
> at 800-654-1276 and ask them with or not you need to upgrade.
>

I'm stuck in the middle. I deactivated my accounts, changed from zWachovia
to xWachovia. But when I activate them the process fails (OL-301-A).

What are you using for a Wachovia customer Id in Quicken? I was using my
SSN but now they say to use the userId & password I use on the Wachovia web
site.

Posted by Arnie Goetchius on May 16, 2006, 4:20 pm
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Porter Smith wrote:
>
>> It turns out that I already had upgraded at some previous date. The
>> problem I had was from converting from zWachovia to xWachovia. When I
>> called this morning, they said I was already running the latest
>> software and all I had to do was change xwachovia back to zwachovia.
>> Once I did that, everything worked fine. You may want to call Wachovia
>> at 800-654-1276 and ask them with or not you need to upgrade.
>>
>
> I'm stuck in the middle. I deactivated my accounts, changed from zWachovia
> to xWachovia. But when I activate them the process fails (OL-301-A).

That's exactly what happened to me with the same 301-A error. Wachovia
told me to recover from the error to do the following with Q2006:

1. Cash Flow > Select Account > Overview > Edit Account details
2. Change xWachovia back to zWachovia
3. Re-activate account (s)


> What are you using for a Wachovia customer Id in Quicken? I was using my
> SSN but now they say to use the userId & password I use on the Wachovia web
> site.


I still use my SSN and associated password with Quicken which is not
what I use to access the Wachovia web set.

Posted by Porter Smith on May 16, 2006, 7:43 pm
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>>
>> I'm stuck in the middle. I deactivated my accounts, changed from
>> zWachovia to xWachovia. But when I activate them the process fails
>> (OL-301-A).
>
> That's exactly what happened to me with the same 301-A error. Wachovia
> told me to recover from the error to do the following with Q2006:
>
The Wachovia Tech Support rep told me that not all customers have to do
this upgrade. She couldn't explain why some folks must connect to zWachovia
and others to xWachovia. But I restored my backup and everything seems to
be working.

Posted by Arnie Goetchius on May 16, 2006, 8:35 pm
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Porter Smith wrote:
>>> I'm stuck in the middle. I deactivated my accounts, changed from
>>> zWachovia to xWachovia. But when I activate them the process fails
>>> (OL-301-A).
>> That's exactly what happened to me with the same 301-A error. Wachovia
>> told me to recover from the error to do the following with Q2006:
>>
> The Wachovia Tech Support rep told me that not all customers have to do
> this upgrade. She couldn't explain why some folks must connect to zWachovia
> and others to xWachovia. But I restored my backup and everything seems to
> be working.

As long as it works. Before I deactivated, I deleted all of my Repeating
transactions. Restoring my backup does not take care of the Repeating
transactions because they have to be re-submitted to the bank after
re-activation.

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