When downloading transactions from your financial institution, you may receive an error message or other complications. If you receive an error message (typically beginning with "OL" or "CC").
The simplest way to find a solution is to search for that error message using the search dialog box in the upper right corner of this window.
Below are other solutions to common problems downloading transactions. Click on a link to expand the solution.
Visit your financial institution's web site and verify that you are downloading the correct type of file. The file should be a Quicken Financial Exchange (QFX) file.
Some financial institutions also offer Open Financial Exchange (OFX), Quicken Interchange Format (QIF) files (a no longer supported format), Comma Separated Value (CSV), or Text (TXT). If you cannot download a QFX file from your financial institution, the financial institution does not support online banking with Quicken.
If the account you want to update already exists in Quicken but you cannot select it when importing, Quicken does not recognize the account.
To resolve this:
You might find when downloading transactions from your financial institution, some or most of your transactions come through, but not all. You can see transactions on your financial institutions web site, but they are not observed in Quicken. Troubleshoot this situation here.
Connectivity problems might be preventing Quicken from accessing the Internet. For troubleshooting information, see Connectivity troubleshooting.
The file association might have changed or been corrupted. Windows uses file associations to identify which program should handle a type of file. If your file association is not correct or is damaged, you cannot complete a Web Connect online banking session.
If you use Windows XP, use the following steps to reset file associations. You might still be able to use these steps as a general guide for other operating systems, but you should consult the manufacturer's instructions for your operating system if you need additional assistance.
In rare cases, the QFX file itself contains incorrect information. If necessary, you can download the QFX file and view the contents to troubleshoot any errors. However, this step is not usually necessary and should only be done with the assistance of your financial institution.
If your Temporary Internet Files folder is full or near its capacity, you might not be able to import a QFX file. The most common indication of this is when you attempt to download the QFX file, nothing happens or a dialog box flashes briefly on the screen.
Use Internet Explorer to delete files from the Temporary Internet Files folder. If you prefer, you can open your Internet Options through your Windows Control Panel.