Quicken Updates Chase Bank Windows

lsmith290 · February 15

I used to do updates from my Chase bank page/window. When I purchased a new computer, I started doing the updates from Quicken. Ever since I started doing updates, it never balance. I'm sure it's missing transactions and I don't have the time to find which ones, so I just do an account adjustment. My checking accounts are a mess! I want to go back to updating from Chase, but it will not let me. How can I disconnect Quicken updates from Quicken so it will allow me to update from Chase?

Boatnmaniac · February 17

https://community.quicken.com/discussion/comment/20418215#Comment_20418215

So the QFX file did not download?

Did you check your downloads folder to confirm that?

Or were you expecting that manually downloading the QFX file would automatically be imported into Quicken and that did not happen?

Please clarify exactly what happened or did not happen vs what you were expecting would happen.

lsmith290 · February 18

Yes, that worked!

My old computer, the transactions would automatically populate. Now I have to do the download and they populate.

Thanks for you help!

Boatnmaniac · February 15

Just so I understand you correctly: You want to stop downloading of financial data from Chase into Quicken. Correct?

If that is the case, all you need to do is go to the Account Register of one of the Chase accounts > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate.

Repeat this process for each Chase account that you no longer wish to download from. When done, Quicken will no longer download from Chase into Quicken.

Did this answer your question?

Chris_QPW · February 15

I take this to mean, that you want to switch from Express Web Connect + to Web Connect (downloading a QFX file directly from Chase and importing that). If that is correct, then you would do what @Boatnmaniac suggested and then just go and do the import of the QFX file(s). On the first time you do that for each account Quicken will ask you what account you want to import the transactions into. But be warned, the unique Ids that Express Web Connect + uses and what Web Connect/QFX file has are different. That means the first time you download/import a QFX file you probably will get duplicate transactions that you need to delete.

lsmith290 · February 16

Hi

Thanks for your help and quick replies. I deactivated all the accounts and now when I go to Chase to download transactions QFX file, nothing happens.

Suggestions?

Appreciate your help :)

Chris_QPW · February 16

Downloaded… Did you import the QFX file by either opening it in your web browser or Windows File Explorer or using:

File → File Import → Web Connect (.QFX) File…

lsmith290 · February 17

Logged into Chase > Click on account > Download Account Activity (right side arrow) >File Type - Quicken Web Connect QFX > Download

Nothing happens