Chase - didn't update prior to 9/26 - How do I now get them connected to Quicken

Question

I did not update my Chase accounts before 9/26.  How do I get them connected to Quicken?

Ps56k2 · Answer

Here is what I did - about 2 weeks ago -

- running R43.26 for a few days - created daily Backups - ran - File --> Validate --> [x] Validate1 - went thru and manually DE-activated ALL my Chase accounts before even starting this process.
2 - also went thru and CLOSED any old Chase accts that were in fact actually closed.
3 - then did an ADD ACCOUNT for Chase - and followed the directions to Authorize, Select which accts, etc
4 - all accounts showed up with their nicknames and able to LINK to their existing Quicken accts
5 - screen said that 5,300 transactions were downloaded - in fact, none actually showed up.
6 - only 1 dup during this process.
7 - next day - OSU - and a handful of dup transactions downloaded - from around 9/2/22 - and today is 9/18/22
8 - will see how next week goes... with OSU and dups.
9 - the Opening Balance in one acct was weird - but had saved it into the Memo field as suggested by another user