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Troubleshooting Your PFM Software Account Access with TD Bank Online Banking
 

Frequently Asked Questions for Quicken®

Frequently Asked Questions for QuickBooks®

Frequently Asked Questions for for Personal Financial Management software

Q:  How do I set up online downloads through Quicken?
A:  Follow these basic instructions.
  1. From the tool bar, select Tools and Account List.
  2. Next to the account you want to connect with, click Edit.
  3. Select the Online Services tab.
  4. Click Activate One Step Update.
  5. Select TD Bank Online Banking or TD Bank Business Direct as your financial institution from the list provided, then click Next.
  6. Enter your TD Bank Online Banking user name and password, then click Connect.
  7. Confirm your account information, then click Next.

Your transactions will now download whenever you connect.

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Q:  How can I add my new TD Bank account in Quicken?
A:  To add an account, follow these steps.
  1. From the tool bar, select Tools and Add Account.
  2. Select your account type.
  3. Select TD Bank Online Bankig as your financial institution from the list provided, then click Next.
  4. Enter your TD Bank Online Banking user name and password, then click Next.
Your transactions from this account will now download whenever you connect.
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Q:  When connecting Quicken to my account, how much account history will I be able to view?
A:  For eligible deposit accounts, like checking or savings, you may download up to sixty (60) calendar days preceding the date of request

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Q:  What version of Quicken can I use to connect to TD Bank Online Banking?
A:  Intuit supports the current and two previous versions of Quicken software. This support includes the ability to use Direct Connect to download messages and transactions directly from Online Banking. Get more information.
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Q:  How do I deactivate a closed account in Quicken?
A:  To deactivate a closed account follow these steps.
  1. From the tool bar, select Tools and Account List.
  2. Select the account you want to deactivate, then click Edit.
  3. From the Account Details window select Online Services.
  4. Select Remove from One Step Update.
  5. Confirm your selection by clicking Yes to disable.
  6. Select Deactivate Online Payment and then click Yes to disable.
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Q:  What do the Quicken error message codes mean?
A: 
OL-301 and 301 A OL-301 is one of several general errors related to connecting to the system that occur for a number of reasons, including regularly scheduled maintenance, high traffic, stock market hours or an unexpected outage.

If there is an outage, look in the One Step Update Summary for a message from TD Bank.

  1. From the tool bar, select Tools.
  2. Select One Step Update Summary.
More information about OL-301 and 301 A*
OL-332 This error will occur when you incorrectly enter your user name or password. If you continue to get this error, you should verify your user name.

To verify your user name:

  1. Log into Online Banking and open the Tools tab.
  2. From the Account List, select the account and click Edit.
  3. Verify that the user name displayed under the General Information Tab is correct.
  4. If the user name is correct, confirm that TD Bank Online Banking is listed as your financial institution and that you have entered your account information (account number and routing number) correctly.
OL-334 For security, your account is locked if you incorrectly enter your password multiple times. You cannot access your account until it is unlocked. Please contact TD Bank at 888-751-9000 for assistance with unlocking your account.
OL-393 A and 393 B This error may occur for any of the following reasons:
  1. The Quicken account has incorrect account information or is hidden.
  2. The Quicken account is activated for download, but TD Bank no longer has the account available on the server.
Get more information about error message OL-393 A and 393 B*
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Q:  What if I need more help troubleshooting Quicken?
A:  Get help with your Quicken software*.
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Q:  How do I set up online downloads through QuickBooks?
A:  Follow these basic instructions.
  1. In QuickBooks, select Banking and then Online Banking.
  2. Select Set Up Account for Online Services.
  3. From the dropdown menu select the account you wish to set up or select Add New for a new account, then click Next.
  4. Select TD Bank Online Banking or TD Bank Business Direct as your financial institution from the list provided, and then click Next.
  5. Enter your TD Bank Online Banking user name and password, and then click Sign In.
    6. Your transaction will now download whenever you connect.

Your transactions will now download whenever you connect.

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Q:  What version of QuickBooks do I need to connect to Online Banking?
A:  Intuit supports the current and two previous versions of QuickBooks software. This support includes the ability to use Direct Connect to download messages and transactions directly from TD Bank Online Banking. Get more information
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Q:  What if I need more help troubleshooting QuickBooks?
A:  Get help with your QuickBooks software.
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Q:  Is my personal financial management (PFM) software still supported by Intuit?
A:  Read more about Intuit's discontinuation policy.

Generally the ability to use PFM software to download transactions and balances and get live customer service support from Intuit are only available to users with the current version of the software or the versions from either of the two prior years.

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Q:  How do I correct duplicate or missing transactions?
A:  If you connect to TD Bank Online Banking while our system is updating, Intuit software will not be able to pull transaction information from that day. Also, if you've updated on the same day as a returned check, the returned check will not appear in your downloaded transactions.

Duplicated or missing transactions must be manually removed or entered in order for them to appear correctly in your PFM software.

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