General Online Banking Troubleshooting Questions

If the issue began recently and it is not a result of upgrading Quicken versions, then it's probably a momentary server hiccup. We recommend trying again later.

There are three ways to download your data into Quicken:

• If you open a Web browser and log in to your financial institution's Web site, you use Web Connect. Follow the troubleshooting steps in the Web Connect troubleshooting.
• If you use One Step Update to download directly from within Quicken, you use direct connect. Continue with the following troubleshooting question.
• You can enable an account with Express Web Connect.

If only some of your accounts are not working, follow these instructions, in this order:

1. Account setup troubleshooting
2. Server issue troubleshooting

If none of your accounts are working, follow these instructions:

1. Connectivity issue troubleshooting

If Quicken stopped working after you installed another program, the new program could be interfering with Quicken. If you installed a security program, such as a firewall, pop-up blocker, or privacy program, see Connectivity troubleshooting.

You can perform a quick test to determine if a firewall is blocking Quicken from accessing the Internet. Select the Online menu and select Quicken on the Web > Quicken.com.

If you are not able to access this Web site, see  Configuring firewalls. Note: In some cases, a firewall will block Quicken's access to the Internet even if you can open the Quicken.com site successfully. If you can open Quicken.com, the problem might not be a firewall setting.