Chase QFX import failing for 2 Chase credit cards (edit)

Question

I have QFX files for 2 Chase credit cards that are not importing any data. After uploading the file, Quicken says 0 transactions uploaded. I tested with a Chase checking account and a Citi Bank credit card. Both of those QFX files uploaded successfully. I am at a loss. I was on the phone over an hour last night w Quicken with NO success. I don't know if it is a Chase issue or a Quicken issue. Nothing came up on a google search either. Anyone?

SueR · Answer

So this happened. The QFX files I downloaded from Chase for the missing months in 2022...Instead of adding them to the appropriate account, Quicken created a brand new account and called it Chase Credit Card. No number or nickname. It turned out to be fairly easy to move the transactions to the account they should have downloaded into. I did not need to create a new file and do the import-export-QIF etc. BUT STILL, why are they not put where they belong?? But thank you anyway.

SueR · Answer

OK I will try this. I assume it's the same for Windows or Mac? All these problems started in the last few days. And the transfers from savings to checking are kind of messed up too. If your above import-export is successful that is great, but I can't imagine having to do that for every account, every month. And then to correct all the other errors in transfers and CC payment assignments? Hardly worth downloading. It will be faster to manually enter. I don't know what happened but it is messy and not fun.

Quicken Kristina · Answer

Thank you for your reply and for clarifying the issue.  It sounds like you got one of the accounts to download by deleting the account and recreating it, but the other has too much data in it for that to be a viable solution.  If the file coming from the bank is good, then this should get it to pull the information in:

* Create a new file.
* Import the .qfx into that new file.
* Verify the information did import into the file correctly.
* Go to File>File Export>QIF File
* It will pull up a File Export window.  By default, the export file will have the same name and be in the same location as the file you are exporting from.  If you wish to change the name or location it saves to, hit the browse button.
* In the drop box below “Quicken account to export from”, select the account you're wanting to export.  You can adjust the data range if needed.
* Make sure Transactions is selected in the “Include in export” section, then hit OK if everything looks correct.

* Go back to your main file.
* Make sure to save a backup of your file by going to File>Copy or Backup File.
* In your main file, go to File>Import>QIF File
* That will bring up the QIF Import window.  You will need to hit browse and navigate to where you saved the export file so that it will be able to pull that information in.  
* In the “Quicken account to import into” dropbox, make sure to select the account you want to pull the data into.
* Make sure the “Include in import” section has transactions checked, then hit Import if everything looks correct.

* Verify the information pulled into your account correctly.

The second issue you mention may have to do with how the transactions come in from Chase.  When did the issue first start happening?  Did this happen when you downloaded into the checking account, the credit card accounts, or all of the above?

Thank you.