Quicken Home and Business won't update Chase Business and Personal Accounts

Curious G
Curious G Quicken Windows Subscription Member ✭✭

It seems that When I connect my Home accounts to chase it won't let me connect my chase busniess accounts. It says those accounts are not found. How can quicken play nice with both accounts?

Answers

  • Snorkle
    Snorkle Quicken Windows Subscription Member ✭✭✭
    I have both personal and business accounts at Chase. However I have kept them separate, meaning that I have two logins at Chase, one for business accounts and one for personal accounts. In Quicken I have accounts for both Chase logins. I have noted, however, that there is an option when I login to my Chase business account to link my personal accounts. I have had a recent experience with linking two business checking accounts. After the accounts were linked on the Chase web site I deactivated the corresponding Quicken accounts and then used Add Account in Quicken. Both business accounts showed up and I relinked them in Quicken to the existing Quicken accounts. I venture a guess that if both personal and business accounts are linked at Chase to the same login, then deactivating the corresponding Quicken accounts, and then using Add Account with the Chase business account login (from the Quicken Tools menu) then all accounts will show up to be relinked to the existing Quicken accounts. So I think there are two options. Have separate logins for business and personal accounts or link the personal accounts to the business account.
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