Frequently Asked Questions

If you're running into issues connecting Truity Credit Union accounts in Quicken—whether it's your first time setting them up, you're reauthorizing, or you're seeing sync errors—we'll walk you through the most reliable fix.

You might see messages like:

"Sorry. We encountered an error. (It's not your fault)… An additional message from Truity Credit Union: Failure authorizing your account."or"OL-297-A / OL-301-A / CC-501 / CC-800 errors"

These are typically related to how Quicken is attempting to connect to Truity's systems. Here's how to resolve them.

Step-by-Step Fix for Quicken Download and Sync Errors

1. Deactivate All Truity Accounts in Quicken
2. In Quicken, go to Tools > Account List.Click Edit next to each Truity account.Go to the Online Services tab and click Deactivate.Repeat this for every Truity account—connectivity issues can persist if even one remains partially active.
3. Add the Accounts Again Using the Correct Method
4. In Quicken, go to Tools > Add Account.Type Truity Credit Union into the search field.
5. Choose the Correct Connection Type
6. Before clicking Next, click Advanced Options.Select Express Web Connect.
   • Note: Quicken may default to Direct Connect, which is not currently supported by Truity and may cause errors.
7. Log In Using Your Online Banking Credentials
8. Follow the prompts to sign in with your Truity username and password.Complete any two-factor authentication if prompted.Quicken will display your accounts — select the ones you want to link and finish setup.

Why This Happens

• Quicken can sometimes use outdated or unsupported connection methods (like Direct Connect) after updates or account changes.
• All Truity accounts must be fully deactivated in Quicken before reconnecting.
• Express Web Connect is the supported method for downloading transaction history and balances from Truity.

Need Help?

If you’ve followed these steps and still run into issues, reach out to us for assistance.