Quicken download failures - Chase or any otherr accounts

MetzgerHome_20071223
MetzgerHome_20071223 Quicken Windows Subscription Member

I am beyond frustrated with Quicken. I have not been able to download bank account data from Chase or any other account since last Fall. I have followed all the frustrations shared on this site and looked at all the suggested fixes. Nothing works! When I try to connect to Chase account, I get an error message that says it can't connect to the Quicken servers.

HELP!!!!!!!

Comments

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    I can only share my Chase migration steps from the fall - migrating from the Direct Connect to the new EWC+
    Of course you have to be running s subscription version from say R43.xx or later -

    Not sure what you did - and what you encountered -
    Here are the steps I used ...

    • running R43.26 - created Backups - ran - File --> Validate --> [x] Validate
      1 - 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 - the Opening Balance in an account might get trashed - suggest copying it into the Memo field - do all accounts
      4 - then did an ADD ACCOUNT for Chase -
      and followed the directions to Authorize, Select which accts, etc
      5 - all accounts showed up with their nicknames and able to LINK to their existing Quicken accts
      6 - screen said that 5,300 transactions were downloaded - in fact, none actually showed up.
      7 - only 1 dup during this process.
      8 - next day - OSU - and a handful of dup transactions downloaded - from around 9/2/22 - and today is 9/18/22
      9 - will see how next week goes... with OSU and dups.

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