Quicken Customer Service Issues

Archive 2

The following are issues that customers reported to GetHuman about Quicken customer service, archive #2. It includes a selection of 16 issue(s) reported January 10, 2020 onward. If you have a similar customer service issue, this page will help you find current, up-to-date answers and solutions too.
I bought Quicken Manage Your Money & Save Deluxe [redacted] on October 1, [redacted]. Since then, I have been trying to install it and convert my [redacted] Quicken Premier files for Chase Investment & Checking Accounts. Initially, I loaded the Chase Investment Account successfully, but when I tried to convert the Checking Account, Quicken froze up. After Quicken updated the program, I had to restart the process and this time managed to load the Checking Account. Although it worked fine, I encountered an issue when asked for the activation code. Upon entering the code NG43-4CMW-9WWK-RPDU, I received a message that it was already in use. Additionally, I frequently face problems with Quicken not recognizing my ID or password, requiring me to change both details often. I need assistance from Quicken regarding these issues.
Reported by GetHuman4231424 on venerdì 10 gennaio 2020 15:40
I have encountered issues installing Quicken Deluxe [redacted] since purchasing it on 1-Oct-[redacted]. I tried to convert my [redacted] Quicken Premier files for Chase Investment and Checking Accounts. Initially, the Chase Investment Account converted smoothly, but Quicken froze when attempting to load the Checking Account. After an update, I reloaded the Checking Account. However, upon activation, the system indicated the code was already in use, causing confusion. Additionally, I face recurring problems with my ID and password recognition, frequently requiring changes. This software instability persists, with the program crashing twice after the initial installation. I am seeking assistance from Quicken to address these issues promptly. Lawrence H McCarthy Email: [redacted] Phone: [redacted] Address: [redacted] S Byron Rd, Gaines, Mi 48[redacted].
Reported by GetHuman4231424 on venerdì 10 gennaio 2020 15:49
I used Quicken 13 to archive my banking data back to [redacted] through [redacted] into individual folders. However, upon returning to the current screen, I can only see data from [redacted] and an empty line for January [redacted]. I haven't entered any [redacted] data yet. I am missing data from [redacted] and [redacted] that I didn't archive. The instructions suggested that the archived years would be copied, allowing the original data to remain on the main screen. I am confused about why only [redacted] is showing. What could have gone wrong?
Reported by GetHuman-brspund on giovedì 13 febbraio 2020 21:22
In mid-August, our bank account was compromised. As a precaution, we restored our data, including Quicken, to a new computer. However, I encountered issues accessing the files. After reaching out to support, I was offered a $1 one-week trial and connected with a representative. Unfortunately, the proposed solution did not work. Eventually, I purchased a new version of Quicken to resolve the issue. During the trial period, I disabled the membership renewal in my account settings. Despite this, I was billed $1 for the trial and $50 for membership on my credit card. I have initiated a dispute with my credit card company regarding the $50 charge.
Reported by GetHuman5407484 on martedì 27 ottobre 2020 14:20
I updated my Quicken software in [redacted] by downloading Quicken [redacted] Deluxe onto a Windows 7 computer. However, I didn't keep a copy of the download file from the installation. The program worked well even after updating the computer to Windows 10 Home Edition. Recently, I got a new computer running Windows 10 Pro and I'd like to install Quicken [redacted] Deluxe on it. I don't have any identifying information from the initial download. I previously had a Quicken account linked to [redacted], which was discontinued a couple of years ago. How can I install the program on the new computer without the download file or other information?
Reported by GetHuman5485841 on lunedì 23 novembre 2020 07:18
I've been using Quicken for 20 years, but the new subscription version is disappointing. Recently, I encountered problems reconciling my accounts. For instance, a deposit made on 11/3/[redacted] for 5,[redacted].64 was not listed correctly. Another issue is with downloaded bank data - Quicken fails to cross-reference check numbers properly, leading to incorrect clearing of entries. It's frustrating that these basic functions are not working correctly.
Reported by GetHuman-dwneer on lunedì 7 dicembre 2020 19:35
On December 6, [redacted], I updated Quicken to version R30.19 from the previous one. However, the upgrade process resulted in the loss of transaction history, including erasing reconciled transactions, changing designations, and deleting memo information on multiple accounts dating back to [redacted]. I have been spending the past six weeks manually restoring deleted transactions and fixing reconciliation errors caused by the update. Recently, I upgraded to R30.21 to recover the memo information from a backed-up file. Unfortunately, when I downloaded transactions, it included hundreds of old transactions dating back to [redacted] instead of just the recent ones post-dating December 6, [redacted]. Sorting through these old transactions for multiple accounts will take me a significant amount of time. I need help to limit the download to only include transactions after December 5, [redacted], as my accounts were accurate before that date.
Reported by GetHuman-bwmcginn on martedì 12 gennaio 2021 01:32
I recently encountered an issue while updating my transactions with my bank, USAA. After seeking help from USAA, the problem was resolved. However, all the transactions now display "deposit" in the deposit column despite not being deposits. When trying to classify the transactions, an incorrect menu appears, requiring me to split each transaction to access the correct classification menu. Although the problem originated from a recent update, I discovered that the "deposit" description dates back several months. I am currently using a Windows operating system. Additionally, I received a notification stating that my membership is expiring, restricting my ability to download. I am puzzled by this mention of a membership as I upgraded to the latest version solely to download transactions and was unaware of any membership requirement.
Reported by GetHuman5407484 on venerdì 19 febbraio 2021 17:20
I need assistance with an issue related to my Quicken Deluxe software. Quicken deducted $55.26 from my bank account without permission for a renewal in August [redacted]. The deduction has been reversed after contacting Quicken, which I appreciate. However, I am now facing a problem with a persistent "RENEW" ad that appears on my computer once I sign in to my account. This ad covers over 25% of the pages and cannot be removed. I solely use the 'Q' program internally for managing my expenses and do not plan to renew. I urgently need this unwanted ad removed as soon as possible.
Reported by GetHuman-lapeoz on giovedì 26 agosto 2021 01:39
I have been a loyal Quicken user for many years and I truly enjoy using the online banking and bill payment features. Recently, due to PNC Bank taking over BBVA where I had my account, I encountered issues with bill pay not working after the system transition. Despite trying to resolve the problem with PNC, I ultimately switched to Valley Credit Union. However, at Valley Credit Union, I faced a similar issue with the bill pay not working due to the difference between web connect and direct connect required by Quicken. This has left me unable to use Quicken for my banking needs. Despite Quicken saying it should be compatible with my bank, the issue persists. I hope for a solution soon as I prefer not to switch to a different financial software. I have already reached out to technical support and am now considering researching alternative software options. Thank you.
Reported by GetHuman6780003 on venerdì 5 novembre 2021 18:16
I have used Quicken for a decade. Living in Oregon, I regularly travel to Europe and Australia without any issues using the app. However, on May 26th, after updating to the latest version, I faced login errors despite entering the correct password and following the password reset process multiple times. Quicken support mentioned a possible Geo-blocking feature restricting non-US and Canadian access. Even after using VPN apps to get a US IP address, I still couldn't log in. Currently, I'm using AWS Workspaces as a workaround, costing me $25 monthly. It's frustrating that Quicken may be intentionally preventing legitimate users like me from accessing the app while abroad.
Reported by GetHuman7499863 on giovedì 2 giugno 2022 17:19
I previously used Quicken Deluxe desktop software, but my product license has expired. As a returning user, I recently visited Quicken.com to purchase the software again. On the website, I saw a 40% discount for Quicken Deluxe for 1 year at a price of $35.93 per year. The link for the offer is as follows: [redacted]. However, when I selected "I have used Quicken before" and proceeded to submit my order for $35.93, the payment completion page displayed a different amount of $63.85. I received a thank you for renewal message without being given the option to review the final price or decline the new amount. This lack of transparency is concerning, and I was unable to find an email address to request immediate cancellation.
Reported by GetHuman-vijaymaj on domenica 17 luglio 2022 19:06
I require assistance with access to a new file. I am of advanced age and have unfortunately forgotten how to locate a new file within Quicken. I use Quicken solely to manage my annual expenses, which I subsequently pass on to my CPA. As such, I do not find the subscription updates relevant due to my lack of necessity for tax revision information. Therefore, I opted not to renew my membership. However, I am now facing difficulty in accessing my existing files without renewing the subscription. I am currently attempting to review my past files to confirm the inclusion of all my losses from a previous flood incident before commencing the listing of my [redacted] expenses. This is crucial as I am in the process of organizing the information to provide to my CPA for the preparation of my [redacted] tax return. Regrettably, upon opening Quicken, I am unable to retrieve my files as I am prompted to upgrade first. I am in search of assistance. How may I successfully resolve this issue and access my files as needed? Thank you.
Reported by GetHuman-reneepd on lunedì 22 agosto 2022 19:44
I have been a Quicken user since [redacted], storing over 22 years of financial data without any major issues until September [redacted]. After the bank connection protocol changed, I've been unable to reconnect with BOA and Chase. I encounter error code CC [redacted] and face difficulty with One-Step connectivity. While I can import credit card data, my BOA checking and savings accounts are problematic, resulting in a mix-up of deposits. Despite making long-distance calls from Georgia due to dropped calls after 30 minutes, I have not received timely assistance after leaving my number for callbacks. Furthermore, changing my password and attempting to sign in both on the website and the app has been unsuccessful, with Quicken rejecting my new password. I've tried various troubleshooting steps, including using a VPN and secure browser, disabling antivirus software, and authorizing cookies, all without success. I hold a valid Quicken subscription until August 24, [redacted], but technical issues have rendered the program unusable, causing frustration and a considerable increase in phone charges. I believe I should be compensated for the months I've been unable to utilize Quicken effectively.
Reported by GetHuman-jcmminor on venerdì 6 gennaio 2023 06:46
I purchased Quicken [redacted] Cash Manager a few years ago and recently installed it on my new laptop. After transferring the file, I encountered issues with signing in using my Intuit ID. Despite multiple attempts to reset the password, I haven't been successful. I primarily use the program to access old information. I'm seeking assistance to reset my password and resolve this issue so I can continue using the program. I'm located in Canada.
Reported by GetHuman-utesh on martedì 7 novembre 2023 19:55
Quicken has been acting up lately by not loading properly. Upon starting, it blinks and disappears immediately. Despite trying troubleshooting steps like restarting the system and clearing the cache, the issue persisted. To address this, I uninstalled Quicken, ensured my data was secure, and reinstalled it using the latest backup file. Unfortunately, upon reopening the file, Quicken still failed to function correctly. As a longtime user since its introduction, this has been a frustrating experience.
Reported by GetHuman8704850 on martedì 21 novembre 2023 01:39

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