Problem migrating Chase Account

GoDucks22

:s So when migrating my Chase Account i did as instructed and let it link to the existing account in Quicken. Unfortunately it selected the WRONG AMEX account and proceeded to download transactions into it. I was able to delete these but now i cannot assign AMEX back to AMEX. It is locked to Chase. I cannot even turn Decativate online to reset it back to AMEX. What now? TIA.

Frankx

Hi again @GoDucks22

Based on what you are seeing I believe that you should take the following steps:

1) Backup your Quicken datafile;
2) Use the "Add Account" button to setup a new account;
3) Open the old account register, and "right-click" on the first transaction in the register - then select the "Move transaction(s)" function to move all of the transactions to the new account;
4) Re-establish any reminders and memorize payees related to the oud account in the new account;
5) Next delete the old account;
6) Connect the new account.

Let me know how that goes.

Frankx

Frankx

Hi @GoDucks22,

If you open up the account register > then click on the "Gear" icon in the upper-right > select "Edit Account Details" > then click the "Online Services" tab > you should see a "Deactivate" button.  Click on that to "unlock" the account from Chase.  Next, correct the data that is on the "General" tab - especially the "Financial Institution" and 'Account Number" fields. 

Then try to re-establish the connection to American Express.

Let me know how this goes or if you have any followup questions.

Frankx

GoDucks22

Hey thanks for the reply. If you read my last line above: "It is locked to Chase. I cannot even turn Decativate online to reset it back to AMEX". For some crazy reason Quicken has "locked" the online to Chase. You cannot even deactivate! If you have a Chase account maybe you can see what i mean.

Frankx

Hi again @GoDucks22,

In the "Online Services" tab, for the "Connection Method" - does it indicate "Web Connect" or something else?

Frankx

GoDucks22

So here's the problem - it doesn't. It has a "Set up Now" button and if you press it it automatically tries to connect to Chase. I am a software engineer and it smells to me like Quicken has flagged this as Chase and does an completely different set of logic. I cannot "UN-Chase" it. I'd rather not close the account and open another one but it seems like that is the only solution. I will probably wind up calling them eventually.

Frankx

Hi again @GoDucks22

Based on what you are seeing I believe that you should take the following steps:

1) Backup your Quicken datafile;
2) Use the "Add Account" button to setup a new account;
3) Open the old account register, and "right-click" on the first transaction in the register - then select the "Move transaction(s)" function to move all of the transactions to the new account;
4) Re-establish any reminders and memorize payees related to the oud account in the new account;
5) Next delete the old account;
6) Connect the new account.

Let me know how that goes.

Frankx

GoDucks22

Thanks for the suggestion.