Unable to Add New Chase Checking Account to Quicken

Kathy9
Kathy9 Quicken Windows Subscription Member ✭✭

Hello. I am trying to add a new Chase Checking account. I go through the process of allowing Quicken access to the Chase accounts and all of my Chase accounts are listed including the new checking account. When I get to the screen in Quicken that shows my accounts and allows me to add or link to an existing account, the new checking account isn't listed. I think that Quicken may be trying to link the new Chase checking account to an old closed Chase checking account (different account numbers). Any ideas on how to fix this?

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Kathy9,

    Are you deactivating all of your Chase account(s) before attempting to reconnect/add your new account?

    Let me know!

    -Quicken Jasmine

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  • Kathy9
    Kathy9 Quicken Windows Subscription Member ✭✭

    Hi Jasmine. Thanks for your response. I was helped by Gerber on Chat. He/she walked me through the steps of deactivating the Chase accounts, unchecking the mobile accounts, and turning off Sync and I was able to reload the Chase accounts including the new checking account. I'm good to go.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Kathy9,

    Thank you for coming back to update us and sharing the steps that were taken. I am happy to hear that the issue was resolved for you!

    Please don't hesitate to reach back out with any further questions or concerns!

    -Quicken Jasmine

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