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Online checks from a new Chase account get cashed at a different bank

Overhead10

My life with Quicken was good until my First Republic account got moved over to a Chase Account. Online banking with the First Republic account worked fine for years.

I’m having two problems with Quicken and the new Chase Account. The less important issue is that every time I do a One Step Update, it tells me that I need to reauthorize the connection for my account zzz-First Republic. I did the reauthorization process several times. It seemed to complete successfully, but I still get the message every time. Now I simply click on “Remind me next time” and the update proceeds.

But the other problem is a bigger puzzle. When I write online checks from the new Chase account, everything seems fine—the checks show up in the register for the Chase account and they get uploaded. The problem is that the checks get cashed in a checking account at Brookline Bank, which has no connection with either First Republic or Chase, and was not an account from which I wrote electronic checks in Quicken.

So now I’m starting to have checks that show up in both accounts: in the Chase account because Quicken thinks that’s where they were written, and in the Brookline account because that’s where they get returned. Moreover, if an electronic check has already been delivered, Quicken won’t let me delete or move it.

This seems completely weird to me. How do I fix the problem?

I’m working with Quicken for Windows Version R57.16

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Comments

Overhead10

Further research shows that the Chase account had different routing and account numbers in the account register and in Billpay, and somehow the Brookline numbers were associated with the Chase account. There didn't seem to be a way to edit those directly without disabling and then re-enabling Billpay, which I've now done. I'll have to go through the mini deposit verification process again in the next few days and then, I hope, all will be well.

I still don't have a way to delete a few payments that are listed in the Chase account as delivered, but were paid out of the other account. Best I can tell, putting in off-setting deposits is the best I can do.

Quicken Kristina

Hello @Overhead10,

I'm glad to hear you were able to resolve the issue with the checks showing sent from your Chase account, but then also posting to the Brookline account.

To force delete a transaction that has already been processed by your financial institution but seems to be stuck in Quicken, please backup your Quicken file, then follow these steps from support article GEN82230:

Open the account register to select the unsent payment.
Hold CTRL + Shift and click the Delete button on that transaction.
Keep CTRL + Shift held down while responding to all messages.

For the first issue you described (in your original post), it sounds like when you reauthorized your account, it got added as new rather than linked to the existing account. I recommend going to Tools>Account List and checking to see if you have an extra account. If there is, then you have a few options:

You can backup your Quicken file and deactivate the account (to stop the reauthorization prompts), then keep it in your Quicken file for historical information.
If there is no historical information you need to keep, you can delete the account. Warning - If you delete the account, the only way to get it back would be restoring a backup from before the account was deleted.
You can backup your Quicken file, deactivate the account, and move the historical information to the new account register. For more information on moving transactions between accounts, please see this FAQ.

I hope this helps!