Updating Chase

KenJ29

I updated my Chase account, now I have duplicate accounts, the new one has downloaded transactions dating back to June 4, and the old one has transactions up to the end of August. How do I fix this?

Quicken Jasmine

Hello @KenJ29,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Chase account(s).

We recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and utilize functions such as screen share. 

The Quicken Support phone number can be found through this link here. Phone support is available from 5:00am PT to 5:00pm PT, Monday through Friday.

Thank you!

mmpunch

Same thing happen to me when I first did it. That being duplicate accounts, so good thing I had a backup of my Quicken File that I was able to restore.

mmpunch

And...Exactly why I did not complete the ReAuthorization of my Chase accounts today. They (Quicken and Chase) still need to improve this Reauthorization process, by allowing the Reauthorized Accounts to be "linked" to existing accounts within the current Quicken File. The "Existing" accounts are not currently shown within the Link to Existing Accounts pull down menu.

KenJ29

I restored an earlier backup and updated. Everything seems to be OK now🤞.

Quicken Jasmine

Hello @KenJ29,

Thank you for coming back to update us. 

I am happy to hear that you were able to reach a resolution. 

Please do not hesitate to reach out with any further questions or concerns.

KenJ29

It didn't work, it is doing it to me again.

KenJ29

Issue finally resolved with about an hour with the help desk. Problem was that after reauthorizing with Chase and going back to Quicken, the accounts were not showing up on the "link to" list. Had to deactivate and then reactivate each account, then they showed up.