Erroneous online session error

Hey, there's got to be someone who knows how to solve this problem. Help!

Hal,

Does the error message refer to one specific bank or financial institution? If so, you might try doing One Step Update for just that one account and not part of a One Step that's connecting to all accounts. (Hope that's clear.)

I trust you have the latest update to Quicken? Click Help menu > About Quicken and be sure you have R5 for Q2007.

John

Hey John,

Thanks for the quick response.

No specific financial institution is referenced. The message just says "at least one financial institution". Even so, I go to the summary and nothing indicates an uncompleted session with any of my financial providers.

Yes, I'm on R5.

Any other thoughts. I seem to remember having this exact same problem some time ago and eventually someone came up with the solution. Darn if I can remember what it was.

Thanks again, Hal

Hal,

I can't think of anything else. I seem to remember having this error myself at times and it simply went away on its own after one or two days of One Step updates. If John Pollard reads this, he may well have an answer for you. He's the resident expert!

I did find the following on the Intuit Support site, if you haven't read it.

John B.

When an online transmission error between Quicken and your financial institution occurs, a condition called error recovery results. In Quicken for Windows, you may notice the following:

1.. Quicken?s One Step Update feature displays ?error recovery? next to your financial institution?s name where you would normally enter your PIN. 2.. When you open or close Quicken for Windows, a prompt such as, ?Your last online session was not complete,? displays. Quicken enters error recovery as the result of an online error that prevents it from receiving a response from a financial institution server. Error recovery occurs to ensure that one online session finishes successfully before a new online session starts. This safeguard guarantees that your Quicken information agrees with your financial institution information. This is critical for online payment customers.

Follow the steps in the order below to address this issue.

Attempt to Download Again

If you are in error recovery the best course of action is to attempt your online session again the next business day.

1.. Select the Online menu and select One Step Update. 2.. Enter your PIN, and click Update Now. If another error occurs, search our online knowledge base to troubleshoot the error.

Advanced Troubleshooting Steps

Important Note to Online Payment Customers

Before following the steps below, contact your financial institution and verify which online payment instructions were received. You may need to cancel or resend your payments. For example, if the payment was received, you would want to cancel the payment in Quicken in order to avoid sending duplicate payments.

Manual Override of Error Recovery

Your first step should always be to download again (see above) to clear error recovery. However, if your online session continues to fail then proceed to the steps below.

These steps will override Quicken's attempt to complete the last online session due to error recovery.

1.. Select the Online menu and select Online Center. 2.. Click the Financial Institution drop-down arrow in the upper left of the window and select a financial institution. Click the Update/Send button. 3.. At the prompt, "Your last online session was not complete..." press Ctrl+Enter on your keyboard. 4.. At the next prompt, "Would you like to skip re-sending of the original request?" click OK. 5.. Enter your PIN and download from your financial institution. If the error persists then proceed to the next section.

Copy Data File and Deactivate/Reactivate Accounts

1.. Select the Quicken File menu and select File Operations > Copy, and then follow the on-screen instructions. More information on Quicken's copy feature is available. 2.. After the file finishes copying select to open the New Copy. 3.. In the new file deactivate online services in the account or accounts that are in error recovery. 4.. Select the File menu and select File Operations > Validate. 5.. Select the file that you presently have open and click OK. 6.. After Validate is complete, activate online services for any accounts you deactivated in step 3. 7.. Download from your financial institution. 8..

Just for clarification: there are no red circles with (what I think is) a white "i" in the middle, alongside any fi or Quotes, Historical Prices, or Quicken.com?

JB,

Thanks for taking the time to do that research I appreciate it. But alas, other than that pesky little message I get all the time, it doesn't show any other indication of recovery condition, or incomplete sessions.

Hey, I think it might have been John Pollard who solved it for me the last time.

Thanks again, Hal

:)

I don't remember "solving" this problem before, but if you had the same problem solved in this group earlier, the solution should still be available in the archives at Google.

If you can't find it there, post back; I'll see if I can find it.

Thanks John for jumping in to the rescue here.

You are correct. There are no red circles. All items in the online update summary have green flags to the left of their names.

Hal

Not sure I can perform a rescue, but there is something you can try. Be sure to backup first.

Delete QDATA.QEL (where QDATA is the name of your Quicken data). This should remove all online info (so, hopefully, anything indicating a problem with OSU). You may have to re-Activate accounts for downloading and your first download to each account may include some (even many, depending on the fi) transactions already downloaded.

When the dust clears, you can decide for yourself if the result is better than what you have now; if not, just revert to the backup.

I've seen this when I've done an update from a different computer, using a network connection to the Quicken database. The computer that did the update has the temporary files that were used during the update, and the identification for which account failed. If this is your situation, then doing another update from the other computer will fix it.

Hope this helps, Jim

Hey John,

Thank you so much for the technique. I'm going to have to be very careful when I try this. I've got over 1500 stock transactions just this year. The last time something happened and all my transactions were duplicated, it took me over a week to get the dupes deleted.

But as you caution, I'll back up first and then try it. Any tricks you know of to mass delete register transactions?

Thanks aga>> Thanks John for jumping in to the rescue here.

"Hal Mann" wrote in news:cLqdnYvuKNxHT7ranZ2dnUVZ snipped-for-privacy@buckeye-express.com:

Have a backup. I make one every day, then I delete more than 2-week-old ones, keeping weeklies. Similar with monthlies for the past year or so.

If you have Q2005 or newer, and you are NOT talking about investment account transactions, you can use Windows Explorer file selection techniques to select multiple register transactions, then

Edit > Transaction > Delete (or Cut)

to delete them.

If you just "Accept"ed a bunch of duplicate transactions in a non-investment account register, you can sort the register on "Order entered" and the newly accepted transactions should all be at the foot of the register. If you contemplate accepting a bunch of duplicates in a non-investment account register, just so you an delete them more easily than you can while they are waiting to be accepted; you could enter an easily identified dummy transaction in the register just before doing the Accept. Then - after you Accept the transactions and sort on Date Entered, that dummy transaction should appear just before all the newly accepted transactions, effectively marking all the following transactions in the register as "just Accepted".

If you have Q2006 (I think; Q2007 for sure) or newer, you can use the Banking Transaction report and the same Windows Explorer file selection techniques to select transactions, then click "Edit" (in the report, NOT the Quicken menu bar), then click "Delete transaction(s)".

The beauty of this feature is that you can delete multiple investment account transactions with it - the only way I know to do that. That same capability also poses a significant danger though; deleting investment account transactions can create more problems than deleting non-investment account transactions (deleting a Buy transaction who's shares were used in a later (not deleted) Sell transaction, for example). So mass deletes of investment transactions should be approached with great care.

John,

That's outstanding information. You are a virtual cornucopia of knowledge.

Thank you. I'm sure one of those techniques is going to save me a lot of time. That placemarker technique is pure gold.

Take care, Hal

Good advice indeed Han. Thank you.

Take care, Hal

John,

Please forgive me. I didn't see this post until tonight.

I dont' understand how to search these archives - especially with Google. I'm pretty sure you're the one who solved in a few years ago for me. Seems like you were always solving some problem or another that I was having.

Thanks for the patience, Hal

Hey Jim,

I have to beg your forgiveness. Somehow I overlooked your post earlier.

You may be onto something here. The computer I'm working with now is a swap from my wife. I upgraded her hard disk and used Norton Ghost to transfer the entire old hard drive to the new one. Maybe something happened in the transfer that created this situation you're describing. Maybe it's the QEL file that John Pollard is talking about.

Thanks for the information. And again I'm sorry I overlooked it earlier. I do appreciate your input.

Take care, Hal

Well....

It's fixed. And I don't know exactly what did it. But in a last ditch effort before embarking on all the great suggestions offered here I

Did individual sessions with every single financial institution I had set up. At the end of this process, the error message disappeared. Keep in mind that none of these showed incomplete sessions or errors. In fact, when starting the update on several of them, Quicken told me that there wasn't anything to download, did I want to get data anyway. I told it to go ahead. Using the one step update and connecting with each one did not work. Only doing it one by one.

Thanks everybody for all your help.

Hal

This is absolutely fantastic! I have 527 "placeholder" investment transactions that were generated and it takes my 1.5GHz system ~30 seconds to delete each one.. ..at least now I can select them all and go to bed!

Thanks! Dan