Quicken Ol-221-b

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Skye Severy

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Aug 3, 2024, 12:53:59 PM8/3/24
to mumbmidede

Can anyone help with how to resolve the past 2 weeks of issues downloading web connect (QFX)? I have been having difficulty getting support. Was having the error code 386 on the bank website the past 2 weeks and unable to download. Now today I was actually able to download but the file gave in quicken the error code OL-221-B. If you can help appreciate. Thanks

I'm having the same issue with Chase. I used to have no trouble downloading transactions. I was able to download it as recently as 9/25/23. What changed? Hopefully this is temporary? Please advise - how to fix?

This is a known issue that has been escalated internally, though we do not have an ETA on resolution. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates.

Instead of downloading a QFX file, which Chase doesn't seem to want to support any longer, try activating your accounts for downloading with One Step Update.
Deactivate all accounts with Chase, then use Tools / Add Account to (pretend to) add/activate your accounts. Follow the procedure and, if requested, logon to a special Chase website to identify and authorize your accounts.
When done, return to Quicken and, in the panel showing the accounts found at the bank, Link the accounts to your existing account registers. If the list of accounts to link to shows non-Chase accounts, first select to Add the account, then change the Add selection to Link once more. The list of available accounts should now be populated properly.
Proceed with linking all your accounts.
From now on use One Step Update to download from Chase and all other banks.

I am also unable to download transactions for my Chase credit card. I export from Chase to a QFX file but cannot then import that file to Quicken. I've tried it using a custom date range and also the default date range. When I try to import the file to Quicken, I get an error message "Quicken is unable to complete your request. [OL-221-A]". I am not having a problem with my other accounts.

Same problem here, but also with American Express. One Step Update completes normally, shows 'completed' and the green dot. But when I look at my Chase and Amex accounts, the last download indicator shows two days ago (October 5th). Both are Express Web Connect. All my other accounts are Direct Connect, and are not having any problems.

This error is caused when the financial institution has made changes to the Quicken Files needed in order to download. Since you are experiencing this issue with a QFX file, this does mean that there is an issue with the file itself, and you will need to contact the financial institution directly to resolve this as it is the financial institution that creates and provides these QFX files.

Try and run an "Update Now" from the Chase and AmEx account registers and see if that picks up any missing transactions.
Be sure to check One Step Update Settings to ensure that these banks are checkmarked in the list of banks to download from.

I don't wish to use One-Step Update, but do want to manually download my transactions from Chase using Quick Connect (QFX), one of the options at Chase for downloads. I download the file to my C: drive Downloads File, but when I try to open it, I get a message referencing "OL-221-A", and in the lower left corner, "OL-221-B". Both, my Windows 10 Pro X64 and my Quicken Classic Deluxe updates are current. The last time I successfully downloaded (and opened) a Chase OFX file was 10/3/23. I have checked out all the Quicken posts about OL-221-A, to no avail. The problem persists. I am getting dj vu from the problems transitioning a couple of years back when, Quicken made all those changes to mobile accounts and aggregation.

I am having the exact same problem as these users via trying to download the QFX file from Chase. I get an error from Chase when I try to do this "Saying this part of our site is not working right now - please try again later" (attached screenshot). the problem started on 10/3. I spent 30 minutes on the phone with Chase today and have succeeded in getting them to issue a bug ticket to their back office team. Hopefully they fix this bug on their side soon

I have the same issue of error "OL-221-A" when trying to download QFX file to Quicken from Chase Credit Card account. I called Quicken on Friday 06 October. Their support told me to wait 24 to 48 hours, then try again. In my case Chase Savings and Chase Checking accounts download to quicken with no issue. However, I am not able to download Chase Credit Card account, always receive error "OL-221-A".

I decided to delink the Chase Credit Card account to Quicken and then relink it. After this I was able to download the QFX successfully to Quicken. However, second and third attempts to download the file to quicken failed with the same "OL-221-A" error.

I've having identical problem; last successful download 10/4. I receive a download QFX but I now get OL-221-A error when I open. 'Can successfully download and update transactions from my other financial institutions. Running the latest version R52.28 on Windows 10 PC.

Very helpful. I updated the QFX with the FITID and ACCTID from an older download. When I reopened it, I had to reconnect it to the current account and Quicken downloaded the transactions. At least is a band-aid fix until Chase makes their corrections.

Basically, it states the FITID should be unique for each transaction in the Financial Institution. This assists the client (Quicken) in identifying duplicate transactions. So, if a future export were to contain transactions you've already imported, it would not duplicate it. The client then would use the Financial Institution + ACCTID + FITID to identify the transaction within the one "database" uniquely.

The two accounts in question belong to my wife; one she uses, the other is used by a granddaughter attending college. The granddaughter has the account set up on her iPhone, and she does everything from there (she obviously doesn't need Quicken). I wonder if there is interference, since my wife is the "primary account holder" for both accounts, and she doesn't use a mobile app.

Incidentally, I tried to set up the "improved method" and it doesn't work. It gets to a window at Chase and hangs, "downloading new info", then times out and closes. Oh well, if Chase and Quicken can't get their act together and read off the same page, so we can track our expenses, just switch usage to and institution that works.

Personally, I would try to change from downloading QFX files from the bank's website to downloading using One Step Update. It's usually the more reliable download method.
To do so, you will have to deactivate ALL Chase accounts using the same logonID. When done, restart Quicken and use Tools / Add Account to pretend to add new Chase accounts. During this process you may be asked to access a special authorization webpage at Chase. When you finally get to the list of accounts found at the bank, for each listed account click the Add / Link button, select Link and select the correct existing Quicken account register to link to.
When done, there may be some cleanup required to review your registers and delete duplicate transactions, but that usually is a one-time process.

SO - if you are replacing the bogus entries with the same FITID -
all except the first transaction will be discarded - in fact - if that FITID has already been used and added to the Registry,
then even the first edited transaction will be discarded as an already existing duplicate -

This issue has been reported to our Development and Product teams for further investigation and resolution. Though we do not currently have an ETA, you can bookmark this Community Alert to get updates when available and to know when the issue is resolved. If you do not see the bookmark icon at the upper right, please make sure you are logged into the Community.

Quicken Kristina, thanks. Maybe Intuit will have better luck getting action out of Chase. I've called twice now and the case I opened is "still active," but I've heard nothing back. I just dowloaded again now and the file is still corrupted. This must affect hundreds of people.

There was an Alert about OL-221-A error code with Chase that was posted a few days ago: NEW 10/11/23 Chase - OL-221-A. It does not say which connection method is producing this error code but given the timing of this with your issue, maybe it is related? Bookmark the Alert (as shown in this example picture) to be kept informed of updates regarding it.

I too cannot download Chase transactions, only I was unaware of it until today. I called Chase and I got a supervisor. I told her the problem and I held while she investigated. I overheard her mutter a sound of surprise, followed by her telling me that this was a "known issue", that they had no clue when it would be resolved, and that I could call back every "week or so" for an update. That comment alone gave away the store. Its unfortunate that Amazon's Prime card is serviced by Chase.

Like other applications, your Quicken application is updated regularly to improve performance and patch known bugs. If the Quicken error you are encountering has been caused by a known bug, then it may have been patched in the latest build of the application. In that case, updating your Quicken application may solve the problem.

Malware poses serious threats to your system and data. If your system is infected by malware, then it can throw many system errors including many Quicken errors. The same could be the case with the current Quicken error. In that case, performing a thorough malware scan may solve the problem.

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