Error When Using Online Services: CC-569

Overview

Quicken was unable to match the account information from your financial institution to an account in Quicken.

This error occurs when the downloaded data does not match your Quicken account data. It's possible that the account number or other identifying information about this account has changed. To prevent information downloading to the incorrect account, Quicken doesn't update an account if a match cannot be made

Instructions

Ensure you are on the latest release of Quicken

  1. On the Quicken toolbar, click the Update button (or select Tools on the menu bar, then choose One Step Update).
  2. Click Update Now.
    • If an update to Quicken is available, Quicken displays a window that describes what's in the update, as well as brief instructions for downloading the update.
    • You'll need to exit Quicken to run the update program.
    • When you exit, all your work is saved, and you can resume working as soon as the update finishes.

Refresh your online account information

  1. From your account register:
    • In Quicken 2013 or newer: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    • In Quicken 2012 or older: click on Account Actions
  2. Then select Update Now.
  3. Follow the on-screen instructions to complete the update.
  4. Repeat these steps for each financial institution experiencing this error.

Still having issues after completing the above instructions? Then...

Deactivate and activate online services for the account

  1. Open the account register and accept any downloaded transactions.
  2. Choose Tools menu > Account List.
  3. Click the Edit button next to the account you want to change the customer ID for.
  4. In the Account Details window, click the Online Services tab.
  5. Click Remove from One Step Update, and then click Yes to deactivate online services.
  6. Click OK when prompted to confirm your choice.
  7. Back on the Online Services tab, click Activate One Step Update and follow the on-screen prompts to activate online services for this account.
  8. From your account register:
    • In Quicken 2013: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N)
    • In Quicken 2012 and older: click on Account Actions
  9. Then select Update Now.
  10. Follow the on-screen instructions to complete the update.
  11. Repeat these steps for each financial institution experiencing this error.

Note: Your financial institution can't resolve this issue. If you need assistance, contact Quicken Support.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.