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Resolving the internet connection error.

How do I resolve the error "Quicken could not establish an internet connection" when attempting to access Quicken online features?

This error occurs when the initialisation of your internet connection is unsuccessful. That can happen for any of several reasons.

This error message may occur when using a 16-bit version of AOL browser software with a 32-bit version of Quicken 98. Your browser and Quicken software should both be the Windows 95 (32-bit) versions. To resolve, download and install the 32-bit AOL software.

This error message may occur when using Quicken with proxy settings when none are required. If you use Quicken at home and at work and move your data file back and forth, you should check your proxy settings. The proxy and port settings you set to be able to do your banking at work need to be removed when using a dial up connection at home.

This error message may occur when trying to connect to your Internet Service Provider through Quicken, and you can't establish an internet connection. In this case your ISP may not be configured correctly. Exit Quicken, launch your ISP, launch Quicken, and complete your online transactions.

Online Troubleshooting Guide - Basic

Follow these basic procedures when experiencing difficulties making online connections through Quicken 98.

Modem Connections

Use this procedure if you are making an Internet connection through a modem and telephone line using a local Internet Service Provider (ISP) or a larger Internet service. (For direct Internet connections [at work, school, etc], see Direct Internet Connection.)

Note: If you are using 32 bit Quicken 98 on Windows 95 with AOL 3.0, make sure you have the 32 bit version of AOL 3.0 for Windows 95 (select About America Online on the AOL Help menu to verify whether you have the Windows 95 version of AOL). The 16 bit version of AOL 3.0 is not compatible with 32 bit Quicken 98. To upgrade to the 32 bit version of AOL, click Go/Keyword and enter UPGRADE .

  1. Test your Internet connection:
    Close the Quicken program.
    Restart the computer.
    Launch an Internet browser (Microsoft Internet Explorer or Netscape Navigator for example).
    Attempt to access the URL http://www.intuit.co.uk/
    If the connection was not made, this problem will have to be resolved before you are able to access any online services through Quicken. Refer to your computer manufacturer's manual or technical support as well as your ISP.
    If your browser successfully accessed please move to the next step in this procedure.
  2. Verify Quicken 98's Internet connection setup:
    Exit the Internet browser.
    Launch Quicken 98.
    Point to Internet Connection on the Online menu and choose Setup.
    Follow the instructions on each screen. Make sure you specify that you are using an existing dialup connection, and choose the Internet browser you want to use. (Certain specific online services are not available if you do not select Microsoft Internet Explorer.)
    If there is a problem during Internet setup, Quicken will provide detailed, online troubleshooting instructions. Follow those instructions and proceed with this procedure when Quicken's Internet connection is correctly set up.
    If there is no problem with the Quicken Internet connection setup, move to the next step in this procedure.
  3. Test data download with Online Quotes:
    Point to Investments on the Features menu and choose Set up Online Quotes and News. This will open the Customise Investment Download window.
    In the Customise Investment Download window, click the Quotes and News tab and select one or more securities to be updated (a selected security will have a green tab next to it).
    If you do not have any securities set up, click New Security and in the Setup Security window, enter Royal Bank of Scotland as the security name and RBOS as the symbol, then click OK.
    In the Customise Investment Download window, click Update Now.
    If this was not successful, disable all virus protection software and attempt the download again.
  4. When the stock quote download is successful go to Updating/Sending financial institution data. If you receive an error message at this point, it is almost certainly related to the server you are trying to connect to. It is probably busy or not in service. Simply wait and try again later.

Note: In the unlikely event you can't connect to an ISP or can't make a connection to register your Quicken software, look over the Modem Resources page to check the modem initialisation string and other modem issues.

Direct Internet Connection

Use this procedure if you are making a direct Internet connection through a Local Area Network (LAN). This would typically be through an employer or school or other agency that makes a direct internet connection available to you on a network.

  1. Test your Internet connection.
    Close the Quicken program you are using.
    Restart the computer.
    Launch the Internet Browser you would choose to use as an embedded browser in Quicken (Microsoft Internet Explorer or Netscape Navigator).
    Attempt to access the URL http://www.intuit.co.uk/ If the connection was not made, this problem will have to be resolved before you are able to access any online services through Quicken. Refer to your computer manufacturer's manual and/or your system administrator.
    If your browser successfully accessed please move to the next step in this procedure.
  2. Verify Quicken 98's Internet connection setup:
    Exit the Internet browser.
    Launch Quicken 98.
    Point to Internet Connection on the Online menu and choose Setup.
    Follow the instructions on each screen. Make sure you specify that you are using a Direct Internet connection, and choose the Internet browser you want to use. (Certain specific online services are not available if you do not select Microsoft Internet Explorer.) Pay special attention to the proxy settings. These must be exactly the same as specified in your Internet browser. (In your Internet browser, check proxies under Network Preferences.)
    If there is a problem during Internet setup, Quicken will provide detailed, online troubleshooting instructions. Follow those instructions and proceed with this procedure when Quicken's Internet connection is correctly set up. If there is no problem with the Quicken Internet connection setup, move to the next step in this procedure.
  3. Test data download with Online Quotes:
    Point to Investments on the Features menu and choose Set up Online Quotes and News. This will open the Customise Investment Download window.
    In the Customise Investment Download window, click the Quotes and News tab and select one or more securities to be updated (a selected security will have a green tab next to it). Securities must have correct symbol
    If you do not have any securities set up, click New Security and in the Setup Security window, enter Intuit as the security name and INTU as the symbol, then click OK.
    If this was not successful, contact your network administrator.
  4. When the stock quote download is successful go to Updating/Sending financial institution data. If you receive an error message at this point, it is almost certainly related to the server you are trying to connect to. It is probably busy or not in service. Simply wait and try again later.

Modem Resources

Connectivity issues with Intuit products rarely involve modems. If you are able to regularly make Internet connections through an Internet Service Provider (ISP), the modem is not usually at issue. If you do not typically use online services and can't make an online connection to register your Intuit software, there may be some issue regarding your modem. If a modem is suspected as a source of any online connection difficulties, check these resources.

Modem Setup

First, go through modem setup for your computer and check that these items are correctly configured:

Manufacturer
Have you selected a manufacturer that correctly corresponds with your installed modem?
Modem model
Have you specified the correct model modem installed in your computer?
Baud rate
Have you selected a speed (baud rate) appropriate to the connection you need to make? Often in troubleshooting, it is helpful to reduce speed to 2400 baud to see if a connection can be made at that lower speed.
Port
Your modem will be set up to use a particular communications port (COM port). Have you designated the correct one on your machine?
Initialisation string. Your modem is configured to send a particular set of initialising commands (initialisation string or init string) when it tries to make a connection. If those very specific commands are not recognized or understood at the receiving end, you may need to change your modem's init string.

Init Strings & Modem Manufacturers

Each modem may have a variety of init strings that work best under different circumstances. And many modem manufacturers have a substantial amount of technical support available on their sites:

For general modem init string issues:

http://www.minn.net/minnnet/tech/faq/modem.html
http://www.teleport.com/~curt/modems.html

Popular modem manufacturers:

Motorola 3Com/US Robotics Hayes Microcomputer Products Rockwell Modem Systems

Best regards,
Technical Support