Chase migration - how to pay bills

Long time (20+years) quicken user. Enter my bills in quicken using 'send' as check number and quicken connects with chase and gets the payment made. Now with the chase migration - what happens? 1) Is this no longer supported and I have to enter my transactions on chase.com? 2) Post 'update' the connection type says 'Quicken Connect' not EWC+ or whatever - is this right

Best Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    edited September 17 Answer ✓
    1) Using Chase's bill pay via Quicken required Direct Connect. With the new connection method you'll have to use the Chase web site for that. If you still want to pay your bills from within Quicken you'll have to upgrade to Premier & start using Quicken's bill pay service.

    2) Quicken Connect is what they call EWC on the Mac so it makes sense that EWC+ would show up as Quicken Connect also. That's how it shows up on my EWC+ account.
    Quicken Mac subscription. Quicken user since 1990.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    1) You're correct: you will not be able to "send" transactions from Quicken to Chase, because there's only a one-way flow of data from Chase to Quicken compared to the old Direct Connect which allowed two-way communication. You can initiate payments on Chase's bill payment system, or you can switch to using Quicken's bill manager which gives you the ability to pay some bills electronically and generate checks to pay others. 

    2) For some reason, Quicken has always used different terminology for Quicken Windows and Quicken Mac. There was no "Express Web Connect (EWC)" in Quicken Mac; it's always been called "Quicken Connect". They are not calling the new protocol "Quicken Connect Plus" in Quicken Mac, so it's correct that you're seeing "Quicken Connect". I don't know why they haven't switched Quicken Mac users to the same terminology they use for Quicken Windows connectivity to avoid exactly this type of confusion.
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    edited September 17 Answer ✓
    1) Using Chase's bill pay via Quicken required Direct Connect. With the new connection method you'll have to use the Chase web site for that. If you still want to pay your bills from within Quicken you'll have to upgrade to Premier & start using Quicken's bill pay service.

    2) Quicken Connect is what they call EWC on the Mac so it makes sense that EWC+ would show up as Quicken Connect also. That's how it shows up on my EWC+ account.
    Quicken Mac subscription. Quicken user since 1990.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    1) You're correct: you will not be able to "send" transactions from Quicken to Chase, because there's only a one-way flow of data from Chase to Quicken compared to the old Direct Connect which allowed two-way communication. You can initiate payments on Chase's bill payment system, or you can switch to using Quicken's bill manager which gives you the ability to pay some bills electronically and generate checks to pay others. 

    2) For some reason, Quicken has always used different terminology for Quicken Windows and Quicken Mac. There was no "Express Web Connect (EWC)" in Quicken Mac; it's always been called "Quicken Connect". They are not calling the new protocol "Quicken Connect Plus" in Quicken Mac, so it's correct that you're seeing "Quicken Connect". I don't know why they haven't switched Quicken Mac users to the same terminology they use for Quicken Windows connectivity to avoid exactly this type of confusion.
    Quicken Mac Subscription • Quicken user since 1993
  • Adamiam
    Adamiam Member ✭✭
    @jacobs @Jon Thank you! So, if I enter the payments on chase.com, the 'UPGRADED' EWC+ connection method will allow for those transactions to be DOWNLOADED only to quicken? Hopefully, the details and memo fields will also transfer. So quicken becomes no more than a repository as more institutions force users to use their portals so they keep control of data/use experience - not sure quicken will remain worth the subscription price. Not meant to be a rant but inviting a discussion and expert opinion. Thanks again.
  • Jon
    Jon SuperUser, Mac Beta Beta
    Adamiam said:
    So, if I enter the payments on chase.com, the 'UPGRADED' EWC+ connection method will allow for those transactions to be DOWNLOADED only to quicken? Hopefully, the details and memo fields will also transfer.
    I would assume so - I enter those transactions into Quicken by hand & let them sync up later.

    You'll have to decide for yourself whether Quicken is still worth it or not; I like having all my finances in one place. I've got things arranged such that I don't really miss having Direct Connect & Bill Pay. I'd be logging into the bank's web site at the beginning of the month anyway to get the monthly statement, so I pay the bills I have at that time (mostly credit cards); I usually only have to log in once more a couple weeks later to pay the bills that come in later in the month. So it isn't much extra work for me.
    Quicken Mac subscription. Quicken user since 1990.