I recently upgraded from Quicken 2007 for Mac to Quicken 2017 for Mac. When I try to connect my credit union accounts, I get an Oops! Error message that says 'Quicken cannot connect to CU. User must register their clientuid.' I've been using direct connect for years and never had a problem until now.
Need of the User: Generally speaking, Quicken is a personal financial planning software meant to be used by households, while Quickbooks is the offshoot meant to be used by businesses. The head of a household will not need all of the bells and whistles that come with Quickbooks. In Quicken 2010 for Windows, I can enter the dividends and capital gains for a given fund and date all in one window; in the Mac 2017 version, however, I must go the through the process multiple times to get the same result (e.g., once for a dividend, a second time for a short-term capital gain, and a third time for a long-term capital gain).
I've logged into my account via the credit union's website and it's fine - so it's not the credit union. I tried removing direct connect from all the CU accounts, and then set it up again, and it still doesn't work. Help, please? Same thing happened to me, so after wasting a bunch of time, I called our CU IT guy, who I've spoken to before. He's generally very friendly and helpful.
But his news ws not friendly news. The CU had decided to discontinue their support of Quicken Direct Connect. OK, I can understand that, but sure was disappointed that I wasn't informed of this before the new year so I could figure out my options and start the year out clean keeping track, either on the new tool the CU put in, called 'Trends' or by putting everything in myself by hand. Anyone else using 'Trends?' There's no 'help' button, so I'm hanging out here trying figure it out.
I checked with my IT team at the credit union, and they discovered that a recent upgrade of our online banking system added a new setting in the credit union's connection configuration. When they cleared that setting in the admin system, the direct connect started working. Note that this was.not.
something the credit union had done intentionally - it wasn't about internal rules or policies, but about a change in the vendor's system. If anyone else is having this same issue, maybe ask your financial institution about recent online banking updates! I still think it's strange that Quicken 2007 continued to work just fine while 2017 didn't - but I don't have an answer for that mystery. I am not so lucky.
After an 'upgrade' of my credit union online banking system I have been unable to add the credit card account associated with the credit union to Quicken. It is listed as 'unknown'.
I have contacted the card issuer and the person there spent over an hour on the phone with me, progressively going up the 'food chain' and there is no way to connect directly from Quicken to that institution, only through the credit union. My credit union IT people say it's a Quicken issue.
Interesting that the savings and checking accounts at the same credit union work just fine.