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JaeAnnC
QuickBooks Team

Chase Bank Feed issues STILL not fixed

I hear your sentiments, @BillWCH.

 

I understand the frustration of getting the same error message after upgrading QuickBooks Desktop (QBDT) to resolve the issue. Please know that this isn't the kind of experience we want you to encounter at Intuit.

 

Currently, there's an ongoing investigation (INV-78627) about the missing option to sync all accounts for Chase Bank. The sync-all option is no longer supported by the bank as it upgraded to the newer connection method.

 

We've already submitted feedback for this, but in the meantime, I'd suggest manually syncing each account one at a time. You may also share this recommendation with our product engineers by going to the Gear icon and selecting Feedback. This way, they might consider bringing back the drop-down option in the Bank Feeds center.

 

Moreover, we've updated bank feeds for a better banking experience. For more details about connecting to Express Web Connect online banking in QBDT, please see this article: Refresh your connection for Express Web Connect online banking.

 

If you've got additional concerns with your bank feeds, please feel free to post them here in the Community. We'll be glad to offer assistance. Stay safe.

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

SAME NON-ANSWER ALWAYS GIVEN - SUGGESTING EXPRESS WEB CONNECTION WHICH IS EXACTLY WHAT DOESN'T WORK.  

SirielJeaB
QuickBooks Team

Chase Bank Feed issues STILL not fixed

Hello there, @BillWCH.

 

Rest assured that our engineers are doing their best to fix the ongoing investigation (INV-78627) of the missing option to sync all accounts for Chase Bank.

In the meantime, let me give you another workaround to download bank feed transactions on QuickBooks desktop: Here's how:

 

  1. Open a web browser and go to your bank’s website.
  2. Sign into your bank account.
  3. Download your transactions as a QuickBooks Web Connect (.qbo) file.
  4. Once you have the Web Connect file, please follow the steps to import it into QuickBooks Desktop.

 

To help QuickBooks match your bank feed transactions, learn how to set rules by reading this article: Create rules to categorize transactions in QuickBooks Desktop.

 

Please get back to the thread if you have further concerns with your bank transactions. We're always willing to assist you. Stay safe, BillWCH.

 

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

YOU SHOULD TRY READING THE THREAD.

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

So is the issue folks are seeing similar to "Express web connect isn't supported for your bank"...

 

Because this worked for Chase a week ago and now, well....just says to remove the feed.  So what happened?

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

Yeah, exactly.  Express worked for me Sept & Oct then suddenly stopped in Nov and QB (non)support insisted Chase had changed permissions (they hadn't) and I could only download the web files manually for each account. Here I am almost 2 months later - promised over & over they were working on a fix - and NOTHING.

ThisIsBad
Level 2

Chase Bank Feed issues STILL not fixed

Look at my post under ThisIsBad on November 4th.  The support people do not know anything so you have to figure out solutions on your own or from someone that has fixed it already.

 

Good luck

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

Somewhere up in my thread I said much the same - they know nothing (but pretend they do...) and so far none of what's worked for others has worked for me.  Luckily I'm winding down my business so I won't GAS soon.

InTexas
Level 3

Chase Bank Feed issues STILL not fixed

Hi GlobalMind,

Your post is in the thread of my original post, so I thought I would reply, but I certainly don't know if this will work for you.

 

For my QB Desktop installation and Chase bank feeds, the only way to process Chase Bank feeds is to login to QB Desktop as the Admin user.  Someone with admin rights is not good enough.  Then, and only then, will Chase Bank feeds work for our shop, as recently as 10 minutes ago.

 

Frankly, I feel your pain and disappointment with Intuit and QB support.  This change in Bank feeds was a downgrade in services without notice.  QB support rarely knows what is going on, and, I have educated a few of them on this matter.  This entire thread is a testament to the lack of Intuit caring about their customers.  From my experience, I do think QB support folks want to help, but Intuit does not support or adequately train them (quoting several support folks I have directly interacted with).

 

But, I'm preaching to the choir.

 

I hope this insight helps, but no guarantees.

 

Best wishes,

InTexas

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

Yea pretty crazy. At first I thought maybe it's a Chase thing that they did actually QB to GTFO but I don't think that's the case, and permissions wise that doesn't seem right either and given the number of folks having this problem...I doubt that's the issue.

 

Code update doesn't look like will do anything either. 

 

Total mess LOL

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

Thanks I'll check that out. I am literally it, "Chief Cook and Bottle Washer" so to speak...but I'll check that user situation out.

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

FYI I'm the ONLY QB user and the true "admin" and it has had NO effect on this Chase bank feed failure.  Among other "fixes" that don't "fix" for me.

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

Yea I just checked that, same here.

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

Alright so RIGHT NOW...it works again. I disabled bank feeds, then set it up again. Of course that was after I imported the web connect file which meant ignoring or sifting through a bunch of crap which had already been dealt with since this worked up until last week.

 

Crazy stuff here in QB land. We shall see if this stays working.   Appreciate the input from everyone. 

Giovann_G
Moderator

Chase Bank Feed issues STILL not fixed

Hello, BillWCH and GlobalMind.

 

I know how you feel when the bank feeds don't work as expected. Since Chase Bank upgraded to the newer connection, some users have been experiencing issues connecting, but others have not. With this, we have already sent feedback, and rest assured that our engineers are working on a solution.

 

Just to be sure, have you tried uninstalling and reinstalling QuickBooks Desktop? If not, proceed with the clean install process as it may work for you, as it worked for ThisIsBad.

 

Before you proceed, please ensure to do the following steps below:

 

 

Then, uninstall QuickBooks. Here's how:

 

  1. Open the Windows Start menu. Search for “Control Panel”, then open Control Panel.
  2. Select Programs and Features or Uninstall a Program.
  3. From the list of programs, select the version of QuickBooks Desktop you want to remove.
  4. Click Uninstall/Change and then Remove. Then Next. If you don’t see this option, sign out and sign back into Windows as an admin (or a user with admin rights).

 

Once done, reinstall QuickBooks. Check out this article for more detailed information: Install QuickBooks Desktop.

 

After that, update QuickBooks to the latest release to have the most recent features and fixes. Then, connect bank feeds again.

 

Alternatively, you can manually download web connect files for each account to bring them into QuickBooks Desktop.

 

If you have not yet been added to the list of affected users, I recommend contacting our QuickBooks Desktop Support. This guarantees that you will receive an email notification once the problem has been resolved.

 

You're welcome to post again if you need anything else in QuickBooks. We're available to help you 24/7.

GlobalMind
Level 2

Chase Bank Feed issues STILL not fixed

What did work last evening was disabling the online connection and then setting it up again. I don't know how long a fix this will be for - since I have had this working fine with the new style connection since late Sept or early Oct. It worked a week ago still, then failed yesterday. 

ZackE
Moderator

Chase Bank Feed issues STILL not fixed

Thanks for following up with the Community, GlobalMind. I'm happy to hear disconnecting and reconnecting the account worked for you.

 

I've reviewed our investigation (INV-78627) about the sync all option not working and can confirm it's still ongoing. Intuit's Product Investigations team has left some notes on the investigation, detailing what's going on and what can be done as a workaround.

 

Their notes confirm that when Chase updated to their newer connection method, they discontinued support for the sync all option in QuickBooks bank feeds.

 

For the time being, Intuit has submitted feedback to Chase about this topic. As a workaround, you'll have to manually sync each affected account one at a time.

 

If you haven't reached out to our Customer Care team and had your account added to Intuit's list of affected users for this investigation, I'd recommend doing so. This ensures you'll receive email notifications about any updates relating to it.

 

They can be reached while you're using QuickBooks.

 

Here's how:

  1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field, then hit Continue.
  4. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

 

Be sure to review their support hours so you'll know when agents are available. I'd also recommend giving them our investigation's case number (INV-78627), that way they'll be able to pull it up quickly and see what you're experiencing.

 

Please feel welcome to send a reply if there's any questions. Have an awesome Thursday!

ThisIsBad
Level 2

Chase Bank Feed issues STILL not fixed

As a follow up...

 

If you are going to uninstall and re-install then make sure you create a backup of your files.  After that, perform a search for Intuit or Quickbooks on your C drive.  Delete all the associated files and folders so that the install does not use any residual files from the previous install.

 

After you re-install the software do the following:

Reboot the computer

Start QB and login

Attempt to setup the feeds again.  If this does not work then perform the updates and try again.

 

What I found is that the updates are creating part of the problems which we just stumbled upon when we tried the feeds from a different computer in the office.

 

Realize this wastes a lot of your valuable time and is frustrating which is why after 24 years of using QB we are done after this year.

 

Good luck!

shawnhenriksen
Level 1

Chase Bank Feed issues STILL not fixed

I am going through exactly the same issue. I moved to Chase about 5 years ago because of the ease of downloading.  I have spent numerous hours to no avail. ANY SUGGESTIONS to an alternative user-friendly software to use.  I absolutely DESPISE Quickbook's lack of support and not user-friendly software.

BillWCH
Level 3

Chase Bank Feed issues STILL not fixed

STILL NOT FIXED!

 

Seeing that there was a "Critical Update" to QB Pro 2023, I installed it - after having tried all other so-called "fixes" without success - and tried yet again to create the Bank Feeds for Chase. Seemed to go through until - again - at the very end - the same error message.

 

SO STILL NO PROGRESS DESPITE MONTHS OF POSTS AND CALLS TO SO-CALLED "SUPPORT" AND BEING TOLD REPEATEDLY A FIX IS IN THE WORKS AND WE'LL BE NOTIFIED.

 

 

 

 

BmBSpec
Level 1

Chase Bank Feed issues STILL not fixed

@Rubielyn_J 

Why contact the support team when every time we do, NONE of them know what is going on?

 

It has been the same circle here with us and quite frankly, business cannot operate as usual.

 

SOMETHING needs to be fixed here, obviously the issue is with QUICKBOOKS and not Chase, and your current way to fix it, DOES NOT WORK.

 

Affordable Trailers
Level 1

Chase Bank Feed issues STILL not fixed

I just started having this problem.  Bank (CC feeds quit working.  I deactivated and tried to reactivate and get the error that it must be primary admin.  I am that person using that log in. I am going crazy here. Have you found a solution.  

jez27
Level 1

Chase Bank Feed issues STILL not fixed

I've upgraded to QB 2023, discontinued bank feeds, restarted bank feeds, etc..... and still having the same problem as well.

 

We moved to Chase for the exact same reason of ease of use with QB, and this new, more advanced integration is garbage.

 

Hours if not days have been spent troubleshooting, and now manually entering thousands of transactions a month is killing us.  Please resolve ASAP!

 

team_ream
Level 1

Chase Bank Feed issues STILL not fixed

This is unacceptable!  I just received an email saying the problem is still not fixed and next update will be 3/31. It's tax season and we need to access our transactions. What am I even paying for?

klgood1
Level 3

Chase Bank Feed issues STILL not fixed

I had problems getting bank feeds to work last fall after the "Chase Bank (New) - All" name change thing. I contacted support, who incorrectly told me that you have to manually download QBO files and import. After hours of talking to them, I gave up and kept trying, and magically, it finally worked after dozens of tries. Fast forward to a couple of months ago, when our Chase account had to get a new credit card number. I disconnected bank feeds to set up again, and now it's not working. Everything says it is connected, but when I click "Download Transactions," it goes through the motions, and then....nothing. No error message, just no transactions downloaded. It still says the last time I updated was 2 months ago. So, I contacted tech support, and they gave me the same line about how Chase doesn't support express web connect, and I have to manually download transactions. Which I know isn't true, because it works fine right now with another company file & Chase card that I have set up. These support people DO NOT know what they are talking about, and are completely useless in fixing this problem.

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