Quicken will not download Chase transactions

[Edward]

Some time ago I converted my Chase accounts to web connect as Quicken
required. It worked well until December 16. Quicken gave repeated 501
error codes. I deactivated my account and now Quicken will not connect
to Chase at all. I tried to download from the Chase website and Quicken
did not recognize duplicate transactions, so I deleted them. Now, I
cannot download any transactions through the Chase website.
I am using Windows 10 and Quicken Premier, both updated, if that matters.

[John Pollard]

On Saturday, December 24, 2022 at 6:24:39 AM UTC-6, Edward wrote:

> Some time ago I converted my Chase accounts to web connect as Quicken required.

That would be "Express Web Connect +" (there's a big difference between Web Connect and Express Web Connect +); and Quicken did not require it, Chase required it.

> It worked well until December 16. Quicken gave repeated 501 error codes.

I have converted three financial institutions to Express Web Connect +: BofA, Chase and Schwab. At Chase, I have only a credit card account.

I have only seen the CC-501 error one time - I think it was with Chase, but I can't remember for certain. I overcame that problem by simply doing an "Update now": transactions downloaded successfully and I have not seen the error in multiple One Step Updates since then.

> I deactivated my account and now Quicken will not connect to Chase at all.

I don't think deactivating was a good idea. Here's a link to the Quicken Knowledge Base article for CC-501 errors:
https://www.quicken.com/support/error-when-using-online-services-cc-501

> I tried to download from the Chase website

That wouldn't be a useful long term solution to the problem.

> and Quicken did not recognize duplicate transactions, so I deleted them.

Duplicate transactions often appear in the first download (or so) after changing "Connection Methods"

> Now, I cannot download any transactions through the Chase website.

I'm not sure what exactly is happening there; you haven't provided any details.
But if you deleted all the transactions you first downloaded from the Chase web site, you will never see any of those specific transactions again in the same account in the same Quicken file.

I suggest you deactivate your Chase account(s) (every Chase account in your Quicken file with the same logon credentials as the problem Chase account); then use the Quicken "Add Account" process (from the Account List, or the plus sign at the top of the Account Bar), to "reactivate" your Chase account(s).

The Add Account process will discover all your Chase accounts (that have the same logon credentials) and present them to you with the option to "Add to Quicken", "Link to existing account", or "Don't add to Quicken". Choose "Link to existing account" and insure that the correct existing account is chosen (Quicken will try to link for you, but may not choose the correct account - if the account name that appears under "Nickname in Quicken" is correct, you're good to go; otherwise open the Action dropdown, put your cursor on "Link to existing" and select the correct Quicken account). [During the Add Account process you may be asked to "Reauthorize", which you will have to do.]

> I am using ... Quicken Premier ... updated, if that matters.

It probably does not matter here.
But when you want to provide your Quicken version, you should not refer to it as "current" (or "updated"): you should provide the exact release number, found at Help > About Quicken (in the form Rnn.nn). Not all users get the latest Quicken release at the same time (so what's "current" for you, may not be what's "current" for others; and in a fairly short time the "current" version as of the date of your post will not be the "current" version for any user ... so others reading a discussion like this one, in a month or two, will have no idea what "release" you were using.

[John Pollard]

On Saturday, December 24, 2022 at 11:30:39 AM UTC-6, John Pollard wrote:

> I have converted three financial institutions to Express Web Connect +: BofA, Chase and Schwab. At Chase, I have only a credit card account.
>
> I have only seen the CC-501 error one time - I think it was with Chase, but I can't remember for certain.
> I overcame that problem by simply doing an "Update now": transactions downloaded successfully and I have not seen the error in multiple One Step Updates since then.
>
>

> Here's a link to the Quicken Knowledge Base article for CC-501 errors:
> https://www.quicken.com/support/error-when-using-online-services-cc-501

Sorry, I meant to add this earlier, perhaps it will be of some help.

Related Quicken Community Discussion: Express Web Connect + Accounts not completing Downloads

Found at: https://community.quicken.com/discussion/comment/20323793#Comment_20323793

I believe there are also some other Community discussions on regarding the CC-501 error.

[Edward]

On 12/24/2022 11:30 AM, John Pollard wrote:

John, thank you very much for your time and suggestions.

> I have converted three financial institutions to Express Web Connect +: BofA, Chase and Schwab. At Chase, I have only a credit card account.
>
> I have only seen the CC-501 error one time - I think it was with Chase, but I can't remember for certain. I overcame that problem by simply doing an "Update now": transactions downloaded successfully and I have not seen the error in multiple One Step Updates since then.

Schwab has worked fine for me. Chase returned the error code
repeatedly. I tried to update the transactions for my Chase accounts
only and did not receive the error code, but the new transactions did
not download. I restored a backup file from last week but that did not
fix it. I restored a backup from about six weeks ago and I believe
everything is working now.

Thanks again for your help. I'm sorry I did not think of restoring a
backup before posting.