Message When Using Online Services: OL-362

Product Version
Windows Subscription

Cause

This issue usually occurs when account information is out of sync with the bank server. The information can become out of sync for a number of reasons.

To resolve this issue

You will need to deactivate and reactivate the affected account(s).

To deactivate the account

  1. Open the Account List (Ctrl + A).
  2. Make sure to Show Hidden Accounts, if that option is available.
  3. Click Edit next to the affected account(s).
  4. Go to the Online Services tab and click Deactivate.

What if Quicken tells me to accept downloaded transactions before deactivating online services?

Quicken will not deactivate online services if you have not accepted all downloaded transactions. Verify that you have accepted all transactions.

  1. Repeat steps 3 and 4 for all accounts linked to the financial institution reporting the error.
  2. Close/Reopen Quicken.

To reactivate the account

  1. Open the Account List (Ctrl + A).
  2. Click Edit next to the affected account.
  3. Go to the Online Services tab and click Set up now...
  4. Enter your bank credentials.
  5. Carefully review the Discovered accounts and Link them properly to avoid duplicate accounts and ensure transactions download to the correct accounts
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