Online banking with Chase

Hi @JayCornell,

Thank you for sharing what you're experiencing. I’m happy to help you troubleshoot.

I recommend validating your data file, but first, we’ll want to confirm the file is stored locally on your computer and not syncing with a cloud service (such as OneDrive, Dropbox, etc.), as that can cause unexpected issues.

Check File Location

1. Open Quicken.
2. Click File.
3. At the bottom under Recent Files, the file with the check mark next to it is the one currently open.
4. Please let me know the full file path shown there.

Default recommended location

• C:\Users\username\Documents\Quicken

If the File Is Not Stored Locally

Follow these steps to move it:

1. Close Quicken if it is open.
2. Open File Explorer and locate your current Quicken data file (.QDF).
3. Right-click the file and select Copy (or Cut, if you prefer to move it).
4. Navigate to C:\Users\username\Documents\Quicken.
5. Right-click inside the folder and select Paste.
6. Once copied, double-click the file from this new location to open it in Quicken.

Once the file is in the right place, please validate it with the following steps (make sure to save a backup first):

1. Go to File.
2. Click Validate and Repair File.
3. Select Validate File.
4. Click OK.

And finally, please try to reactivate the account with the steps below:

Reactivate account:

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

Please let me know how it goes!